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David Sheldon
Advisor at Sun Life Financial
David Sheldon is a dedicated Sun Life Financial advisor with a personalized approach to risk management, tailored to meet the unique lifestyle needs of new families.
He excels in conducting personal fact-finding consultations to uncover client's insurance needs, reviewing existing contracts for coverage gaps, identifying risks, and creating customized insurance risk management programs.
David's expertise lies in assisting new families, parents, and grandparents in preparing for retirement and securing their legacy.
With a background in Geography and Marketing Communications from The University of British Columbia and the British Columbia Institute of Technology respectively, David Sheldon brings a diverse skill set to his role as a Financial Advisor at Sun Life.
