At The Haunn Group, we have assembled a highly knowledgeable and experienced team to serve our clients in the manner they deserve.
David Rubin, CFP, EPC, RHU
Advanced Case Consultant
After a successful career as an entrepreneur, David has spent the past 12 years in the financial services industry in a variety of roles with Canada's largest insurance companies. A Charter member of the Elder Planning Council, he has been instrumental in the development of a number of estate and insurance-based planning strategies.
As one of the industry's premier technical experts on insurance and its integration into overall financial planning, David has helped developed many of the tools and materials used by advisors across the country. His grasp of the intricacies of various policies allows David to provide outstanding competitive analysis and client recommendations that are a true reflection of their goals and objectives. His skill at communicating complicated and detailed concepts into client-friendly language makes him an excellent addition to our team.
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After a successful career as an entrepreneur, David has spent the past 12 years in the financial services industry in a variety of roles with Canada's largest insurance companies. A Charter member of the Elder Planning Council, he has been instrumental in the development of a number of estate and insurance-based planning strategies.