DAVID DE BARTOLO, FINANCIAL PLANNER - Manulife Securities Incorporated

5/5 β˜… based on 8 reviews

Contact DAVID DE BARTOLO, FINANCIAL PLANNER / Manulife Securities Incorporated

Address :

4101 Yonge St #700, Toronto, ON M2P 1N6, Canada

Phone : πŸ“ž +8877
Website : http://www.daviddebartolo.ca/
Categories :
City : P

4101 Yonge St #700, Toronto, ON M2P 1N6, Canada
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rodney franklin on Google

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Very pleased with David. I feel confident with his recommendations as he makes us $$. He follows up and checks in regularly. I certainly would recommend him to others.
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Izabela DB on Google

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David is the best advisor I ever had. Very trustworthy. Always goes an extra mile for his clients. Very hard to find those days.
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Anne McLaughlin on Google

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To Manulife: A good number of years ago, I was with another Financial Institution. Monetary returns were slow and most often on the deficit side. I was passed over to a few Financial Advisors and the last one was Mr. David DeBartolo. David left that Institution and I was again reassigned. At a later date, I tracked him down and transferred my investments to Manulife. The change has been extremely satisfactory! With Mr. DeBartolo's guidance, I have been able to seriously enhance my portfolio. I am extremely grateful. His personality and guidance have been extremely rewarding. Both Manulife and Mr. DeBartolo's clients are very lucky to have him on Board. Thank you Manulife and Thank you, David DeBartolo. with Kindest Regards, Anne & Paul McLaughlin
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Ruth Singh on Google

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Dave has been our financial advisor and planner for over 8 years, we have found him to be extremely competent and very up to date on investment advice. He has considerable knowledge of the stock market activity and various financial products that fits our needs and is always available for advise when you need him, we can strongly recommend him for his great service, We are very pleased with the results he has achieved for us. Ruth & Matt Singh
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Stephanie Lippa on Google

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David has been working with my family for 10+ years and just recently started handling the investment accounts for my husband and I. When we were contemplating finding an advisor to help us with our accounts, it was no question in my mind that David would be our go-to person. My parents, brother and grandfather have a great relationship with David and have always spoken quite highly of him. Working with David over the last year, we can see why my family has enjoyed working with him. He is effective, personable, knowledgeable and prompt. He has also been flexible with scheduling meetings for the evenings in order to accommodate our busy schedules which has been super helpful to my husband and I. We feel at ease knowing that our accounts are in the best hands with David and he always works to ensure that we are comfortable with any direction he takes our investments in. We are looking forward to continuing our relationship with David.
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John Hooper on Google

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David has been managing my portfolio for many years and I am very happy with his services. He is very knowledgeable, has integrity and I trust him implicitely. He is in constant touch to make any adjustment as the markets fluctuate and my portfolio keeps growing year over year as planned. I would highly recommend David to anyone looking for a financial planner.
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Ted Herman on Google

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Over the years, I've had a few financial planners who did an adequate job of handling my meagre portfolio. There came a time when David became involved with my financial affairs and I noticed a distinct change in attitude and attentiveness to my holdings. His recommendations always resulted in positive results. With David on my side, my portfolio has grown to the point where I'm very comfortable with his suggestions since he seems to care greatly about his clients' needs, both present and future. When he came to Manulife from his previous employ, I followed, mainly due to his integrity in his service to his clients as well as his financial knowledge. My only regret is not meeting up with him earlier in my financial life. Would I recommend his services to others? YOU BET!
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mpbudapest on Google

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David is an expert in his field. Not only knowledgeable, but also patient and hard working. He is thorough and keeps his clients front and center. I have known and worked with David over many years even when my portfolio was small. A man of integrity and the best person to have working in your best interests.

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