-Finance Monthly Magazine GLOBAL AWARDS 2020 – DAVID LUSH, CFP: Based in Calgary, Alberta, David Lush has been helping clients with retirement planning, wealth & risk management, tax planning, estate planning and financial management for over three decades. As a Certified Financial Planner (CFP) he has held a wide range of senior management positions at various firms, including President, Head of Private Wealth, Vice President Western Canada, Managing Director and Division Director. David believes connecting well with clients and fully understanding their priorities is vital to maximizing wealth management solutions’ effectiveness. His extensive industry experience and the network of highly competent and skilled people he works with put David in an excellent position to provide tailor-made wealth management solutions. Each plan is specifically designed to perfectly fit within the discussed objectives of each one of his clients. |
David and his team’s knowledge and connections aid them in providing their clients with a full spectrum of value-added financial services. We specialize in strategies that are suitable for families, professionals, entrepreneurs and high net worth individuals and place significant value on our long-term, trusted client relationships. Our team always strives to provide you with clarity and vision regarding your financial goals. By implementing our completely customizable ‘Clear Formula’ financial planning process, we can deliver personalized solutions to all of your financial aspirations and goals – Finance Monthly Magazine GLOBAL AWARDS 2020 Click here to read the whole article |
Calgary Alberta
610-703 6th Ave SW Calgary, AB
T2P 0T9
Join our Weekly Newsletter! We promise we won’t spam.
© Copyright All rights Reserved. ClearWater, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. ClearWater is a registered business in ALBERTA. Provided content is for informational purposes only. Website Designed and Created by SWOON Creative Media.