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Financial Guidance You Deserve

 From a partner you can trust

Book a Meeting ➠See how we can help! ➠

Make customized financial decisions for your future

With 20 years of financial services experience and a holder of the CFP designation I provide clients with solutions to help them reach and attain their financial goals.  A good plan will encompass creating and preserving wealth as well as leaving a legacy according to your wishes.  I am committed to providing you with comprehensive financial advice which meet your individual needs.

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David De Bartolo, BA, CFP

Financial Advisor, Financial Planner | Manulife Wealth Inc.
Life Insurance Agent | Manulife Wealth Insurance Services Inc.

I was born and raised in the small community of Bradford just North of Toronto. As a young boy I learned from my parents the value of hard work and savings and had my first job working at the local grocery by the age of 15. When I was a young adult I lost my my father to illness leaving my family in financial hardship. These life experiences were inspirations for me to become a financial advisor and to help individuals and their families manage their financial affairs. I am passionate about helping individuals with all aspects of their finances so that they can enjoy financial freedom and peace of mind.

In my spare time I enjoy spending time with my wife and daughter and I do volunteer work with a community organization.

416-218-8707, ext. 3960 | 1-877-906-6762



A tailored experience

Your financial needs and goals are unique, that is why we strive to provide our clients with a custom and personalized approach to their financial strategy. Backed by trusted experience and expertise, we focus on developing the right solutions for you, at the right price.


Who we help.


Individuals & Families

Individuals and families seeking customized solutions to ensure they plan, build and transfer their wealth securely.


Businesses

Small to large companies looking to grow their wealth, retain employees, and ensure the longerm success and cash flow of their company.


Professionals

Professionals at any stage of their careers looking to streamline investments and assets to better focus on their unique practice, succession plans or tax-saving strategies.


✉ Start the Conversation today ➥


Services & Solutions

Our expansive product offering provides our clients with a comprehensive suite of quality options tailored to fit their financial goals and advanced investment needs.


Investment Solutions

Sound financial advice makes all the difference. We believe in providing hands-on expertise and tailored solutions to help build and protect your wealth for generations.


Insurance Solutions

Designed to help you protect what matters the most, our advice and products can bring solutions across Health and Life Insurance, Critical Illness and Travel Insurance.


Retirement Planning

Navigating the complex world of retirement planning is challenging. Get the guidance you need as you approach retirement, enter it, or live it every day, to maximize your government benefits and retirement income.


Estate Planning

You work hard to accumulate assets and we can help make sure they're passed on to the people you selected and in the manner you intended.


Tax Planning

Paying too much tax hurts. We can help identify strategies that will help you minimize the amount of tax paid for yourself or your business.


Group Plans

Increase loyalty for your business while retaining the best talent with cost effective and tax efficient plans that can help protect employees, minimize turnover and increase satisfaction.


Financial Tools & Calculators

We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight
Needs Calculator ↗

Use your financial information today to help decide how much insurance you may need.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculator ↗

Determine what you can afford and estimate what your expected payments may be.


These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual's situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate, or complete or that it will be compatible with your computer.

We work closely with you to provide personalized advice to help you reach your goals. Our partnership with Manulife Wealth allows us to offer a broad spectrum of customized financial solutions for every stage of your life. We’re backed by the strength and stability of Manulife, serving individuals, groups, and institutions around the world.


Learn more about Manulife Wealth LEARN MORE ABOUT MANULIFE LEARN MORE ABOUT MANULIFE INVESTMENT MANAGEMENT

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David De Bartolo

Financial Advisor and Financial Planner

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4101 Yonge Street, Suite 700A
Toronto, Ontario M2P 1N6

Office: 416.218.8707, ext. 3960


Fax: 416.250.2070
Toll Free: 1.877.906.6762