Your group benefits, investment and wealth management advocate.
David Burns & Associates is a well-established, family-run financial services firm deeply rooted in the Ottawa community. With decades of experience, David Burns & Associates is trusted by numerous organizations and individuals for providing comprehensive insurance solutions and integrated wealth management.
Located in The Glebe, Ottawa, Ontario, David Burns & Associates offers a broad range of life insurance, group benefits, and investment services tailored to clients primarily in the Ottawa area. The company's expertise extends to both domestic and international group benefits products, ensuring clients receive top-tier service and tailored financial strategies. The primary address of David Burns & Associates is 105 4th Ave, Ottawa, Ontario, CA.
David Burns & Associates is committed to delivering exceptional value and fostering long-term relationships with its clients. With a focus on innovation and client satisfaction, David Burns & Associates continues to be a leading provider in the financial services industry. We invite the management team at David Burns & Associates to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
David Burns & Associates est une société de services financiers familiale bien établie et profondément enracinée dans la communauté d'Ottawa. Forte de décennies d'expérience, David Burns & Associates est une entreprise de confiance pour de nombreuses organisations et particuliers, à qui elle fournit des solutions d'assurance complètes et une gestion de patrimoine intégrée.
Située à The Glebe, Ottawa, Ontario, David Burns & Associates offre une vaste gamme de services d'assurance-vie, d'avantages sociaux collectifs et de services d'investissement adaptés aux clients principalement situés dans la région d'Ottawa. L'expertise de l'entreprise s'étend aux produits d'avantages sociaux collectifs nationaux et internationaux, garantissant aux clients un service de premier ordre et des stratégies financières sur mesure. L'adresse principale de David Burns & Associates est 105 4th Ave, Ottawa, Ontario, CA.
David Burns & Associates s'engage à offrir une valeur exceptionnelle et à favoriser des relations à long terme avec ses clients. En mettant l'accent sur l'innovation et la satisfaction de la clientèle, David Burns & Associates continue d'être un fournisseur de premier plan dans le secteur des services financiers. Nous invitons l'équipe de direction de David Burns & Associates à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché.
Compare David Burns & Associates with 3 companies in Financial-Services
| Comparison Field |
David Burns & AssociatesMain Company |
Experior Financial G...View Profile |
COR Financial Partne...View Profile |
Integrity Financial...View Profile |
|---|---|---|---|---|
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Founded Year
|
— | 2014 | 2015 | 2008 |
|
Company Size
|
— | 11-50 | 51-200 | 11-50 |
|
City
|
Ottawa, Ontario | Guelph, Ontario | San Diego, California | Ontario, California |
|
Country
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Canada | Canada | United States | United States |
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Services
Wealth Management
Insurance Solutions
Group Benefits
Life Insurance
Investment Services
Estate Planning
Living Benefits
Pension
Investments
Employee Benefits
Group Savings Plans
|
17 Total
1 Common
16 Unique
Match
8%
Common Skills:
Financial Services
Unique Skills:
Annuities
Careers
Consumer Proposals
Critical Illness
Debt Solutions
Financial Planning
+10
|
8 Total
8 Unique
Unique Skills:
Annuities
Business Development
Financial Advisory
Financial Planning
Leadership
Long Term Care
+2
|
9 Total
9 Unique
Unique Skills:
401k Rollovers
Business Planning
College Fund Planning
Financial Planning
Health Insurance
Long Term Care Insurance
+3
|
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