To me, financial success is maximizing your opportunities to securely meet your needs and those of your loved ones, while being prepared for life’s inevitable challenges. I can help you do that. It starts with a conversation.
Hello, I’m David Seemungal.
For over 34 years, I’ve helped individuals, families, professionals, and small business owners in Ontario build and protect their net worth, minimize taxes, and create lasting legacies through strategic insurance and investment planning.
I take the time to understand what matters most to you, because your goals are my goals.
I work closely with clients to address life transitions and long-term financial well-being. Whether planning for retirement, protecting your family with life or critical illness insurance, or simply seeking clarity, I’ll help you make confident decisions about your future.
For business owners, incorporated professionals, and corporations, I provide guidance on:
Succession and retirement planning for owners and key employees
Corporate life insurance and estate planning, Tax-efficient strategies to preserve business value to secure your legacy.
I have a lifelong commitment to giving back. I’m:
A member of Malvern Presbyterian Church
A former volunteer with Agincourt Community Services Association
A past President and long-time Board Member of the Rotary Club of North Scarborough
A current Board Member of the Palliative Care Society of Trinidad & Tobago
It all begins with a no-obligation call to determine whether we’re a good fit — and how I can support your goals.
My mission is to provide tailored solutions to individuals, professionals, business owners, and small companies. I help them achieve their long-term financial security and well-being, to have money when they need it, and to leave a legacy that they would be proud of.
