David Llewellyn

Insurance Specialist

Overview

I am a big believer in planning ahead. I do so by igniting conversations with my clients around proactive financial strategies ranging from estate planning to prioritizing personal savings to safeguarding income. I am passionate about my work, something brought on by having had the privilege of witnessing the positive impact that these discussions can bring to individuals' lives.

Questions & Answers

What are some of the key strengths you bring to the WealthCo team?

My positive attitude and a deep passion for helping people.

What is your favourite thing about working at WealthCo?

I love that it rarely feels like work! I have such a great team. The continual collaboration and the way we come together to collectively deliver the best possible value to our clients makes for an amazing work environment.

How do you like to spend your free time?

You’ll find me snowboarding and playing hockey in the winter. In the summer you’ll find me hiking, camping, and hitting the patios.