David Llewellyn brings over 10 years of experience in the insurance and wealth planning industry, specializing in the integration of insurance within sophisticated financial, tax, and estate strategies.
He began his career with Freedom 55 Financial, where he developed a strong technical foundation in wealth management and insurance planning. David later transitioned to building his own independent practice, allowing him to focus on higher complexity planning for business owners, families, and professionals.
Over the past four years, David has dedicated his practice to creating seamless, collaborative relationships between accountants and financial planners, ensuring insurance strategies are designed as part of a holistic solution and not in isolation. His work centers on maximizing insurance benefits for active use during life, while also preserving and enhancing long-term estate value.
David studied at U of C in economics and later transferred to Western University to complete his Bachelor of Commerce degree, with a focus on International Business, specializing in marketing, finance, and operations. His disciplined and performance-driven approach is further shaped by his experience as a past competitive wrestler, where he competed at an elite level.
Outside of his professional work, David values time with family and enjoys staying active outdoors. He can often be found on the golf course, exploring the outdoors, or pursuing activities that reflect the same balance of focus, resilience, and enjoyment he brings to his work with clients and advisory partners.
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