David M. Rubin

Vice President Insurance Operations at Richardson Wealth

David M. Rubin has extensive experience in the insurance and financial services industry. David M. currently serves as the Vice President of Insurance Operations at Richardson Wealth. Prior to that, they held the position of Vice President of Marketing and Business Development at BMO Estate Insurance Advisory Services Inc. from 2015 to 2020. David has also worked as the Manager of Business Development at BMO Nesbitt Burns Financial Services Inc. from 2010 to 2015. Before joining BMO, they worked at Great-West Life, where they held various roles including Advanced Case Consultant, Regional Manager of Life Sales & Marketing, and Life Marketing Manager. David began their career at Freedom 55 Financial as a New Advisor Development Manager and later worked as a Financial Security Advisor at London Life. David M. started their professional journey as the General Manager at Bernard-Norman Specialties Co. Ltd. and held this role for 20 years, from 1977 to 1996.

David M. Rubin attended York University from 1975 to 1977, where they studied Psychology and Political Science. David M. later studied Computer Programming and Specific Applications at Seneca Polytechnic. In addition to their education, David M. Rubin also holds various certifications in fields such as branch management, executor advising, financial planning, and elder planning.

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Timeline

  • Vice President Insurance Operations

    June, 2020 - present