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David Kilpatrick, QAFP

David Kilpatrick, QAFP

Owner/Operator

Followers of David Kilpatrick, QAFP4000 followers
location of David Kilpatrick, QAFPKingston, Ontario, Canada

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  • Timeline

  • About me

    Helping Business Owners Reduce Taxes & Build Tax-Free Wealth along with a team of CPA's and corporate tax lawyers.

  • Education

    • Sauder School of Business

      2008 - 2008
      Real Estate License

      no longer active

    • Douglas College

      2016 - 2016
      CIP Genral insurance

      taken and successfully completed CIP 130 & 131

  • Experience

    • Santa Fe Marble & Tile

      Mar 2005 - Jan 2009
      Owner/Operator

      I owned a Tile/Granite/Marble company that did all the home renovations for the Home Depots in the lower mainland

    • Freedom 55 Financial

      Aug 2009 - Aug 2015
      Financial Security Advisor

      I help people define their financial dreams and make them a reality!Whether it be : Planning for Retirement, leaving your family a legacy, financing your childs education, building a successful business, purchasing a home or taking advantage of an investment opportunity to build your overall net worth.

    • The Co-operators

      Jun 2015 - now
      Financial Advisor

      Helping people of all walks of life find security and guidance in their finances.

    • Kilpatrick Insurance & Investment Solutions Inc.

      Sept 2017 - now
      Owner/ Financial Advisor

      Owner of Kilpatrick insurance & Investment Solutions Inc. Selling The Cooperators insurance products as well as ICBC

    • CREDENTIAL ASSET MANAGEMENT INC.

      Aug 2018 - now
      Investment Representative

  • Licenses & Certifications

    • Mutual Fund License

      CREDENTIAL ASSET MANAGEMENT INC
      Aug 2009

    • QAFP

      FP Canada
      Jul 2022
      View certificate certificate

    • General Insurance license level 1

      ICBC (Insurance Corporation of British Columbia)
      Dec 2015

    • Certificate in 3H Financial Planning

      FP Canada
      Jul 2023
      View certificate certificate

    • CIP 130 & 131 - general insurance level 2

      Douglas College
      Mar 2016

    • LLQP

      Insurance Corporation of British Columbia
      Aug 2009