Our clients appreciate our honest, open and objective approach to doing business.
Something we hear all the time is
“I wish someone would have told me that ten years ago.”
You may be looking for a complete financial plan. You may need some very specific advice on investments or insurance. Either way, we hope to earn your trust with our brand of honesty, openness and commitment.
Why You Need Independent Advice
Some advisors only sell insurance. Others only sell investments. As an independent advisor, we are licensed to offer you a complete range of financial tools not just one or the other. And unlike big institutions, we enjoy the freedom to research and recommend numerous solutions from a spectrum of providers, not just one company or single product shelf. Our approach will show you why you need a partner who can help you make unbiased decisions.
How macro management works
This short video will help you understand our LEAP process and how macro management works and how it helps us create a one-of-a-kind plan for you.
Think of us as the macro manager of your financial life. Our job is to make sure that all of the moving parts of your plan are working in harmony. Just as important, we take care of all the details for you and we’re always a phone call away.
Our job is to build on your success to date. So, we’re happy to work with your trusted advisors including your lawyer, accountant or tax planner to identify what’s working and where we can do better.
Most of our clients have been with us for a very long time. They’ve stayed with us because we continue to demonstrate results.
Maybe you are just starting out. Maybe you’ve ‘been around the block’ once or twice and grown frustrated with up-and-down results and a lack of personal attention.
We think that you’ll appreciate our commitment to regular updates, face to face strategy meetings, and a steady offering of new wealth planning ideas.
And the fact that we’re here whenever you need us.
Lawyers Financial is a not for profit insurance provider to Canadian lawyers, lawyer families, staff and firms. They trust us to represent their innovative group savings plan offered to members of the Canadian legal community.
We can come to you for a quick presentation of the exclusive benefits available to you. You can book a phone call online, call us at 416-909-0548 or send an email to me at
About David Cooke
David’s personal values are reflected in all aspects of the business. He is committed to helping people who are committed to their own success. This includes access to David’s extensive network of advisors in insurance, wealth management and investing.
As a father, husband and son, David understands the concerns that keep people awake at night. As a member of the “sandwich generation” he knows first-hand how difficult it can be to care for children and aging parents while juggling the demands of life.
David’s greatest measure of success is the number of families, professionals and business owners for whom he helps find their financial footing and who put themselves on track for long-term financial success.