David Forest Financial Service
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1155 Boulevard René-Lévesque O
Montréal, Québec H3B 0C9
David Forest Financial Service, based in Montréal, specializes in guiding families through wealth protection, growth, and successful intergenerational transition. With 37 years of experience and a team of nine expert advisors, they focus on using life insurance and annuities to help clients safeguard their legacies.
The firm offers a variety of services, including estate planning, charitable giving, and employee benefits, aimed at minimizing tax impacts while maximizing wealth influence for future generations. Their commitment to client success is evident in their reliable advice and a 100% approval rate for submitted claims.
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