Introducing David Di Iulio

Blending integrity, hard work and a willingness to listen to each client, David Di Iulio is dedicated to assisting his clients in meeting their financial needs. Drawing on his several decades of experience in small business and over 14 years in financial services, David specializes in serving the unique needs of the affluent small business owner. He applies his prudence and market insights to help wealthy families build, preserve and transfer their legacy from one generation to the next.

David’s approach is hands-on and client-focused. He meets with each client on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. David’s underlying mission is to develop, implement and monitor comprehensive wealth management solutions that bring together all areas of his clients' financial future.

Whether you need retirement planning, a retirement income strategy, or tax and estate planning strategies, David will put you – and your needs – first. In addition, as a licensed Insurance Agent, David can complete your plan by assisting you with your life, disability or critical illness insurance needs. David graduated from the University of Toronto in 1986 with an Honours Bachelor of Arts. A firm believer in continuing education, David enhances his experience by annually participating in and completing various continuing education courses.

Originally from Toronto, David currently resides in Mississauga. He enjoys spending time with his wife Barbette and their children Austin, Camille, Arielle, Isabella and Dustin. When he is not working with clients, David enjoys keeping active by biking and golfing.