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Yves David
Primerica Representative
2550 Boul Daniel Johnson Bureau 415, Laval, QC H7T 3A4
2550 Boul Daniel Johnson
Bureau 415
Laval, QC H7T 3A4
Financial Products, Services and Referrals
- Term Life Insurance and Segregated Funds (Canada)
- Investments and Savings (Canada)
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Quebec
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Quebec
Licenses
- Mutual Fund Dealing Representative
- Financial Security Advisor
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Quebec
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Quebec
Yves David | Primerica Financial Representative
I became a Primerica Financial Representative1 because I wanted to help my neighbors and communities with their financial and life goals with a personalized investments strategy. My highest priority is to create value and peace of mind for my clients.
Whether you are interested in financial services, investment management services or term life insurance or a mortgage loan, I can help find the financial solutions that meet your needs. Let me assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses.
I pride myself on providing excellent customer service to each person who walks through my office doors. I strive to treat each client the way I’d want to be treated – with respect and integrity. I welcome you to call or visit my office to see how we can help you achieve your financial goals and dreams.
Disclosures
Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.1Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states/provinces. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.
Term life insurance provides a death benefit and its premiums increase after initial premium periods at certain ages. Term life insurance products and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada, Head Office: Suite 400 6985 Financial Drive, Mississauga, ON, L5N 0G3, Phone: 905-812-2900. Not all products are available in all provinces. Securities offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, GA 30099-0001; 770-381-1000, in the U.S., and PFSL Investments Canada Ltd., Mutual Fund Dealer, 6985 Financial Drive, Suite 400, Mississauga, ON, L5N 0G3, 905-812-2900 in Canada.
Investor's Business Daily #1 Most Trusted Life Insurance Company: Survey results are presented solely with respect to Primerica’s U.S. term life insurance business. Term life insurance underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY in New York State; Primerica Life Insurance Company, Executive Offices: Duluth, GA in all other U.S. jurisdictions; and Primerica Life Insurance Company of Canada (Head Office: 6985 Financial Drive, Suite 400, Mississauga, ON, L5N 0G3, Phone: 905-812-2900) in Canada.
AM Best: The following Primerica life insurance companies have been rated A+ (Superior) by AM Best, as of November 15, 2023: Primerica Life Insurance Company, Primerica Life Insurance Company of Canada, and National Benefit Life Insurance Company. AM Best ratings range in order from the highest ratings as follows: A++, A+, A, A-, B++, B+, B, B-, C++, C+, C, C-, D, E, F. For the latest Best’s Credit Rating, access www.ambest.com.
Forbes 2022 America’s Best Insurance Companies: Forbes. com, “Forbes 2022 America’s Best Insurance Companies”, October 24, 2022
To sell mutual funds, Primerica Representatives must be sponsored by PFSL Investments Canada Ltd., mutual fund dealer, Head Office: Mississauga, Ontario. Commissions, trailing commissions, management fees and other expenses may all be associated with mutual fund investments. Mutual funds are sold by prospectus only. Please read the current prospectus before investing. Mutual funds are not guaranteed, their values fluctuate and past performance may not be repeated.