|About||We give you a clear understanding of your financial options by educating you and keeping it simple. We want to secure your tomorrow so you can Sleep Well At Night (SWAN).|
David Meszaros is licensed for Life, Accident and Sickness in Alberta and British Columbia Canada through Sun Life Financial Distributors (Canada) Inc. He is a Certified Financial Planner (CFP). He has a Bachelor of Commerce from the University of British Columbia. He also has his Elder Planning Counselor (EPC) and is a CARP recommended advisor. David is licensed to sell Mutual Funds; these Mutual Funds are distributed by Sun Life Financial Services (Canada) Inc. David has been a qualifying member of the Million Dollar Round Table (MDRT) for the last 11 years.
Heather Meszaros is licensed for life, accident and sickness in Alberta Canada through Sun Life Financial Distributors (Canada) Inc. She is a Certified Health Specialist (CHS). Heather is also licensed to sell Mutual Funds; these Mutual Funds are distributed by Sun Life Financial Services (Canada) Inc. Heather has qualified for the third year to the Million Dollar Round Table (MDRT).
David and Heather Meszaros are a husband and wife team, who have made High River their home for the past 16 years. David has been in the business for 24 years and 11 years ago Heather joined him. Assistants Colleen and Sydney complete the team.
Here's a link to "A Clear Connections" brochure for more information. https://www.sunnet.sunlife.com/files/advisorabc/english/pdf/A1938.pdf
Any opinions expressed on this page are our personal opinions and do not reflect the official opinion of Sun Life Financial. Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)" and "Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.
David and Heather enjoy traveling for both work and pleasure. They have 3 adult children Ben, Madeleine and Spencer. In his spare time, David likes taking pictures, reading and boating. Heather enjoys reading, collecting snowmen and singing Heather is a Board member of the High River Library as well as a member of Citizens on Patrol. Both David and
|Founded||February 3, 1993|