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Contact Us:

Phone: (204) 925-5868

Cell Phone:

Personal Direct Phone: (204) 925-2073
Personal Toll Free Number:
Personal Toll Free Fax:
Fax: (204) 925-2263
Email:
Website:
Address:
1-25 Scurfield Boulevard
Winnipeg, R3Y 1G4


Name: David Luke CFP, CH.F.C., CLU, RFP, CIM®
Title: Financial Advisor
Company: Manulife Securities Incorporated
Manulife Securities Insurance Inc.

David J. Luke is a principal and financial advisor with 360 Private Wealth Management, in Winnipeg, Manitoba. In his financial life planning and investment advisory practice, David provides financial life planning and retirement income planning services, investment advisory and, life, disability, critical illness, long term care and health insurance brokerage services for individuals, families and businesses, as a life insurance advisor through Manulife Securities Insurance Inc.

David specializes in "transition" financial life planning, guiding individuals and families through the financial aspects of major life events including marriage, family, education, divorce, retirement, disability and death. Using the proprietary Natural Wealth Process, David helps clients create a structured approach to achieving their most important life planning goals and objectives. David’s more than 35 years of financial services and wealth management experience and his dedication to life long
learning make him uniquely qualified to provide advice and commentary on a host of current financial life planning and wealth management matters.

David provides his clients access to a full suite of investment solutions including stocks, exchange traded funds (ETF's), fixed income investments, mutual funds and related managed money solutions through Manulife Securities Incorporated, banking services through referral to Manulife Bank and segregated fund investment funds and life, disability and health insurance products through Manulife Securities Insurance Inc.

David is able to offer securities to clients that reside in Manitoba, British Columbia, Alberta, Saskatchewan, Ontario and Quebec and for life, disability and health insurance in Manitoba, Alberta,
Saskatchewan, and Ontario.

David is a Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and a Chartered Investment Manager (CIM).

In achieving his CLU designation, David was awarded the Leslie W. Dunstall medal, achieving the highest course marks in his graduating class.

Memberships:
ADVOCIS – the Financial Advisors Association of Canada
Canadian Institute for Financial Planning (CIFP)
Responsible Investment Association (RIA)
Institute for Advanced Financial Planning (IAFP)
Financial Planning Association (FPA) USA


Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.
Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered through referral.