David Irwin, a Certified Financial Planner, has worked with High Net Worth clients and coached high performance Advisor teams for over 27 years. David prioritizes building solutions to help clients and advisors achieve their desired outcomes through comprehensive financial planning. David leads the Toronto Rouge Valley Region office which consists of 30 Advisor Teams and support staff.

Martin Franssen is a highly experienced investigator specializing in financial crime, fraud prevention, and the protection of vulnerable individuals, including older adults. With a career spanning more than two decades, much of his work has focused on mortgage fraud, abuse of powers of attorney, estate‑related crimes, and complex financial schemes. Martin has advanced training in elder law, wills and estates, taxation, powers of attorney, and capacity and consent matters. Since 2016, he has delivered hundreds of fraud‑awareness and prevention seminars to public and professional audiences across the region. He is nationally recognized for his dedication to education, community protection, and reducing fraud‑related victimization.