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David Allard - ScotiaMcLeod, Scotia Wealth Management

1620 Dickson Avenue, Kelowna, BC V1Y 9Y2
Telephone: 250-868-5525

David Allard · ScotiaMcLeod · The Navigation Team · Scotia Wealth Management

David spends his days exercising his creative juices and passionately looking for ways to help clients experience a better retirement through our Navigator process. With over two decades experience in the financial services industry, David can fortunately say he loves what he does. With over 80% of our clients retired, and the rest headed in that direction, David has worked hard to become an expert in retirement planning. With this experience he created a unique retirement planning software application called ‘The Retireability Score’. Along with the retirement planning, David oversees our wealth management process for affluent individuals, families and business owners.