About Us

David Klassen
Financial Representative
As an independent Financial Representative licensed in Alberta since 2015, I have the capability to use my extensive resources to act in the benefit of my clients. By not being an employee of a bank or financial institution, I am not tied down by the restrictions of any one company and can cater to the specific financial goals of each of my client’s personal needs.
Situated in the Edmonton – Sherwood Park – St. Albert area, I can meet in-person or be available online for anywhere in Alberta.
Solutions that I offer include:
  • Life insurance (including mortgage insurance replacement)
  • Critical Illness insurance (rather than life insurance for cancer, heart attack, stroke)
  • Disability insurance
  • Insurance solutions provided by various insurance companies
  • Mutual funds
  • Segregated funds
  • GICs (over 20 financial institutions so my best rate can be a different institution on any given day)