David Kirkup CAIB, CPCA
David, sometimes referred to as DK, brings over 20 years of insurance planning experience to the role of Insurance and Estate Planning Specialist (IEPS). As an IEPS, he brings expert knowledge in insurance and estate planning strategies that combine to enhance a client’s overall financial plan. His advanced understanding and continuous education of these strategies will add completeness to the financial plan for client’s complex needs including; wealth preservation, retirement income planning, estate maximization, equalization and transfer, charitable giving, business succession planning and complex living benefits. DK comes from a sports and community minded family. There’s always a good chance you will find him at a sports venue, not only following his kids, but just watching. In his spare time, he enjoys the outdoors and being around people.