Dave Kudsia, CFP, Hons. B. Comm

Certified Financial Planner, Financial Advisor
Manulife Securities Incorporated


Insurance Agent
The Heritage Group - Private Financial Services Inc.

When building a successful wealth and protection plan, integration is a critical factor. Dave works with people who have workplace savings plans and his planning process involves the integration of their personal savings plans and government plans as well. All three pieces are required to work together to create a retirement on his clients' own terms. Dave is known for providing thoughtful guidance. There is always an extensive amount of reasoning done before he makes a recommendation for his clients.


Dave is a member of The Heritage Group Private Financial Services Inc. because their beliefs are aligned with his; being a dedicated resource in providing the best strategies and advice for clients to achieve their financial goals and protect their futures. Dave works closely with Steve Derzaj to ensure the highest quality service for his clients.

Dave graduated from McMaster University in 2001 with an Honours Bachelor of Commerce degree. Since graduating from McMaster University, Dave went on to earn his designation as a Certified Financial Planner in 2010.

Dave grew up in Kitchener and continues to live there with his wife and three children, Ilana, Emery and Christian. He is an avid athlete participating in sports like baseball with the Kitchener Panthers and McMaster Maurauders.


 

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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through The Heritage Group - Private Financial Services Inc. Banking products and services are offered through referral.