Financial and Insurance Planning

Get a holistic picture of how real estate can be part of your financial picture.


Buying or selling a home or investment property is among the largest, and most important, financial decisions one can make. That is why David encourages prospective clients to include meeting with a financial advisor along with a mortgage expert, to get a holistic picture of how real estate can be part of your financial picture.

Important questions can be addressed, such as:

  • How much can we afford to spend without sacrificing our ability to retire?

  • What if something unexpected happens to the income earner?

  • What happens if the real estate market changes significantly?

  • Do my workplace benefits provide adequate protection?

  • How much should we focus on paying a mortgage versus other financial priorities?

  • Should I get the life and disability insurance provided by the lender?

Book a complimentary meeting with David’s most trusted advisor, his wife, Alison Setton.

The data relating to real estate on this website comes in part from the MLS® Reciprocity program of either the Real Estate Board of Greater Vancouver (REBGV), the Fraser Valley Real Estate Board (FVREB) or the Chilliwack and District Real Estate Board (CADREB). Real estate listings held by participating real estate firms are marked with the MLS® logo and detailed information about the listing includes the name of the listing agent. This representation is based in whole or part on data generated by either the REBGV, the FVREB or the CADREB which assumes no responsibility for its accuracy. The materials contained on this page may not be reproduced without the express written consent of either the REBGV, the FVREB or the CADREB.