David WJ Irwin

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Curriculum Vitae

MoneyMetrics Director, David WJ Irwin is a Licensed Registrant of the Financial Planners Standards Council (FPSC) as a Certified Financial Planner (CFP). He is also Licensed with the Financial Services Commission of Ontario (FSCO) as a Life Insurance/Accident & Sickness Advisor and is a Member of Advocis (Canadian Association of Financial Advisors). He also holds His Chartered Life Underwriter Designation (CLU) through The Institute. All of which are in good standing (2019). David holds his B.A. from The University of Windsor, Major Economics and Political Science. David's focus is on assisting executives and entrepreneurs in managing transitional life events with respect to their investment management, business sale, and succession planning .