Armstrong Financial Services is an independent life insurance firm that specializes in the analysis and structuring of corporate life insurance portfolios. Licensed in Canada & the US, our team of experts works with clients and their professionals to craft tailored solutions that preserve & transfer wealth on a tax-advantaged basis.
Our Services
Life Insurance (USA & Canada)
Term, Whole Life, UL, IUL, GUL
Estate tax insurance plans
Corporate buy-sell plans
Key person insurance
Policy evaluations (ACB & FMV)
Policy portfolio analysis
Insurance consulting
MTAR/MEC compliance
Policy exempt testing
Cross-border policy review
Wealth transfer planning
Expert Testimony
Disability insurance
Critical illness insurance
Long-term care insurance
Our Team
David E. Kakon
Math Honours, B.Sc.
David Kakon, founder and chief Mathematician at Armstrong Financial Services, holds an Honours B.Sc. in Pure & Applied Math from Concordia University, emphasizing Maths, Statistics, Actuarial, and Computer Sciences. Graduating with distinction, David's expertise uniquely qualifies him to simplify Life Insurance, actively involving clients in their financial planning. His profile is further distinguished by his comprehensive academic and professional qualifications.
Math Honours B.Sc. w/ Distinction
Financial Security Advisor
Level 1&2 SCA Actuarial Exams
Autorité des Marchés Financiers
Financial Services Commission of Ontario
FL, NY, CA, Dept. of Fin. Services
Chambre de la Sécurité Financière
Financial Advisors Association of Canada
Mark D. Milbrod
CLU, CLTC
Mark, a Chartered Life Underwriter (CLU) from The American College with a Certification in Long-Term Care (CLTC), is recognized for his contributions as a speaker at industry events like NAIFA and The Financial Planning Association. As a member of the elite Forum 400, he ranks among the country's top life insurance producers. His expertise spans advanced sales concepts, including Business Continuation, Estate Planning, and Premium Financing, showcasing his broad knowledge and leadership in the field.
Chartered Life Underwriter
Member Forum 400
Member Financial Planning Association
Member NAIFA
Member Finseca
Regular Contributor, Broker World
FL, NY, NJ, MA, CA Dept. of Fin. Services
Ryan Wall
FSA, FCIA, CFA, CALU
Ryan Wall, Senior Actuary, brings extensive expertise in actuarial consulting, focusing on life insurance valuation & cross-border compliance. His experience encompasses executive roles where he integrated actuarial science with financial analysis and technology, enhancing operational efficiency and innovating insurance product strategies. Ryan is an actuary who holds the designation of Fellow of the Society of Actuaries (FSA) Fellow of the Canadian Institute of Actuaries (FCIA) and Chartered Financial Analyst (CFA).
FSA - Fellow of the Society of Actuaries
FCIA - Fellow of the Canadian Institute of Actuaries
CFA - Chartered Financial Analyst
Life License (LLQP)
CALU & Advocis member