DAVID DE BARTOLO, FINANCIAL PLANNER / Manulife Securities Incorporated

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.
May 7th, 2022

Positive: Professionalism
May 3rd, 2022

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.
Jan 9th, 2022

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
Sep 20th, 2021

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!
Sep 17th, 2021