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David Trusler, B. Comm.

Senior Investment Advisor

A PARTNER YOU CAN TRUST

Our Philosophy

Though most of us wouldn’t venture onto a public beach without proper swimwear, many people do enter into an investment strategy without being adequately prepared, or before their investment objectives have been examined. Without identifying investment objectives, you run the risk of losing control over one of your most important assets—your personal wealth. 

At Manulife Securities, one of the first things we do is help you to make your investment objectives clear. We understand that your expectations and goals may be different from the next person and should, therefore, be treated in the same personalized manner that we conduct each stage of our wealth management process.

Once your objectives become clarified, we then create a well-designed retirement or investment plan, structured to meet your needs which will drive your investments toward your ultimate goals. We then report back to you on a regular basis to monitor our progress and to ensure that your objectives are met or exceeded over time.

Before you go swimming in the potentially choppy waters of the investment market, allow us to fit you with the security of proper attire.

About Manulife Securities Incorporated

Manulife Securities Incorporated is a wholly owned subsidiary of Manulife Financial Corporation, a leading Canada-based financial services group with operations in Canada, United States and Asia.

Manulife Securities Incorporated is one of Canada’s foremost independent investment dealers. Our firm commitment to service excellence coupled with our expansive product offering and full service trade desk provides advisors with choices tailored to fit their clients’ financial goals and investment needs. Manulife Securities Incorporated is a member of IIROC.


David Trusler, B. Comm. Photo

David Trusler, B. Comm.

Investment Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.

David has been helping people grow and manage their investments since 1989 and has significant experience with Estates, Trusts, Investments and Taxes. David has a Bachelor of Commerce degree majoring in Finance from the University of Toronto.

David passed the Professional Planning (PFPC) in 2003 and obtained his Life Insurance licence, Level I and II.

David believes each client relationship is a special privilege and continually strives to enhance his value for the benefit of his clients. Born, raised and lives in Toronto, now married with two children. He loves family, skiing and outdoors activities.

Our Wealth Management Process

Whether you are in the process of building your net worth or have already accumulated significant financial assets, you need a process that will guide you through the often-complex jungle of finance.

Getting to Know You

Our process will begin with a detailed discussion that lets us discover what’s important to you now and where you want to be in the future.

Preparing Your Retirement Plan

We prepare a written retirement plan to find out what you need to do to get on track and stay on track.

Implementing Your Plan

Once we have identified your objectives and risk tolerance we draft a written Investment Policy Statement to identify your optimal asset allocation and implement the best investment strategies for you.

Consistent Engagement

Once we have your portfolio on track we work to ensure it doesn’t get knocked off track, especially by some unexpected health event. Your Life, Disability and Critical Illness insurance coverages are reviewed to identify and protect against risks that could seriously jeopardize your plans for the future.

Our Wealth Management process aims to ensure that you (and your spouse) will never outlive your capital. As we build your net worth we will identify estate planning opportunities to not only secure your own comfortable retirement, but to also maximize the after-tax value of your estate for the benefit of your loved ones. You will now have the peace of mind in knowing that your financial affairs are being properly tended to which will give you more time to enjoy family, business and leisure activities.

Investment Management

  • Risk Management
  • Structured Investments
  • Continuous Security Monitoring
  • Economic & Market Research
  • Asset Diversification


Wealth Management

  • Retirement Planning
  • Estate Planning Service
  • Insurance Planning
  • Customized Security Selection
  • Trust Planning Services
  • Tax Planning
  • Legal / Accounting Collaboration
  • Planned / Charitable Giving


Behavioural

  • Clearly understanding your life goals
  • Managing your fears
  • Understanding family dynamics
  • Customized Security Selection
  • Trust Planning Services
  • Listening to you
  • Educating you
  • Helping you avoid costly mistakes
  • Helping you make rational decisions
  • Providing unbiased opinions


Client Care

  • Quarterly Portfolio Review
  • Year End Tax Reporting
  • Online Access to Accounts 24/7
  • Trading and Client Inquiries
  • Monthly / E-Statements
  • Client Update Newsletter
  • Registered Plans Administration
  • Direct Access to your Advisor

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416-601-3276