David joined SISS in 2005, after almost 22 years at Watson Wyatt where he served as a consultant to various multi-employer pension and health and welfare plans and was a Team Leader in the Vancouver Retirement Practice.
David specializes in Trusteed, negotiated pension and health and welfare plans and advises Clients in the areas of plan design, implementation, funding, investment strategy and policy and administration of both defined benefit and defined contribution plans. He has also assisted clients in the area of computerized administration systems.
David was born and raised in the lower mainland of British Columbia. He attended University of British Columbia and graduated with a Bachelor of Commerce degree with Honours. David lives in Port Moody and volunteers his time to youth sports. Most recently with the Port Moody Amateur Hocky Association where he has served as President and Coach Coordinator.
Effective January 1, 2022, in conjunction with our purchase by George & Bell Consulting, David became a Partner with George & Bell Consulting.
Teresa R. Legaspi
Teresa Legaspi joined Strategic Income Security Services (SISS) in 2015 as a Senior Retirement Consultant and has successfully managed the firm’s Individual Retirement Plans portfolio. Prior to joining SISS, she worked for the Canadian subsidiary of one of the world’s largest International Bank as a Mortgage Lender and Licensed Mutual Fund Representative. Her experience in the banking, credit and investment fields is for over 23 years, including working as Investment Manager for a large net worth individual investor.
Teresa obtained her Bachelor of Science degree in Business Administration (magna cum laude) from the University of the Philippines.
She completed Canadian Securities Institute (CSI) courses such as the Canadian Securities Course in 2015, Fundamentals of Personal Finance in 2010, and Investment Funds in Canada in 2007. She also obtained the Registered Plans Associate (RPA) designation from Certified Employee Benefit Specialist Program (CEBS) in 2016.