Co-Founder of Optimal AdvisorAI, CFA Charterholder & Former CEO of Sanlam Global Investment Solutions
David Itzkovits’ Biography:
David Itzkovits is a respected global executive, CFA Charterholder, and co-founder of Optimal AdvisorAI, a company redefining how financial professionals and firms integrate artificial intelligence into their work. With more than two decades of experience in investment management, strategy, and innovation, David is widely recognised for his ability to bridge finance and technology to create more adaptive, data-driven organisations. As a speaker, he is engaging, insightful, and practical, translating complex ideas about AI and financial transformation into clear, actionable insights. His presentations inspire audiences to embrace innovation with confidence while maintaining the trust, ethics, and human connection that underpin great leadership in financial services.
David’s career began after earning a Bachelor of Science and a Graduate Diploma in Management and Business Administration from McGill University, where he graduated first in his class. He later completed a Master of Business Administration at Ivey Business School, Western University. His early career roles included Financial Analyst at CIBC, Vice President of Sales at HSBC Private Bank International, and Regional Director of Sales at Old Mutual Limited. These roles gave him a strong foundation in financial strategy, client relationships, and international market growth.
In 2009, David became Senior Vice President of Sales at P2International Ltd before joining Sanlam Global Investment Solutions, where he rose from Head of Investments to Chief Executive Officer. At Sanlam, he led global operations, product innovation, and strategic growth, helping the company become a leader in tailored investment solutions. In 2021, he became Strategic Advisor at Annise, and in 2024, co-founded Optimal AdvisorAI, an AI learning partner for financial services professionals and firms—from Fortune 500 companies to independent advisors.
Why Hire David Itzkovits?
With over 25 years of experience, David is a highly regarded keynote speaker and thought leader who unites the fields of finance and AI. With a proven record as a CEO, strategist, and innovator, he offers audiences deep insight into the future of financial services. His presentations empower professionals to leverage AI to improve efficiency, personalisation, and compliance, all while maintaining the human touch essential to trust. He is hired by global firms and financial institutions to provide a clear, actionable roadmap for integrating technology into sustainable business growth.
David Itzkovits’ Career Highlights:
Below highlights some of David Itzkovits’ inspirational milestones that shaped his career in AI and technology.
- 2025 – Spoke at TruChoice Financial’s Rockstar Conference
- 2024 – Co-founded Optimal AdvisorAI, an AI learning partner supporting financial professionals and firms worldwide
- 2021 – Became Strategic Advisor at Annise, guiding AI-driven innovation and strategy
- 2017 – Appointed Chief Executive Officer of Sanlam Global Investment Solutions, overseeing international investment operations
- 2015 – Served as President of Global Financial Marketing Group, leading strategic growth initiatives
- 2012 – Promoted to Head of Investments at Sanlam Global Investment Solutions
- 2009 – Became Senior Vice President of Sales at P2International Ltd, driving market expansion and partnerships
- 2008 – Appointed Regional Director of Sales at Old Mutual Limited
- 2005 – Promoted to Vice President of Sales and Relationship Manager at HSBC Private Bank International
- 2004 – Began career as Financial Analyst at CIBC
- 2004 – Graduated from McGill University with a Graduate Diploma in Management and Business Administration, earning the highest GPA in the programme
Videos
David Itzkovits’ Official Keynote Speaking Videos & Showreel:
Testimonials
“Like many others, we are unsure of what AI could bring to our practice. After some research, I contacted Optimal AdvisorAI and participated in several webinars and phone conversations. It became readily apparent that the Optimal team had spent the time understanding the power of AI and what it could bring to our business. We have begun particularly in communicating with our clients. We paid for our investment in the course in less than one week. Our opinion is that if you do not investigate and implement AI into your practice, then you will fall behind. We are thrilled to work with the Optimal AdvisorAI team and look forward to continuing partnership.” – Charles, President / CEO, Financial Advisor
“I wasn’t sure how AI could help me, but this course opened my eyes. It’s easy to follow and implement, even for someone like me who isn’t very tech-savvy. I’ve saved so much time already!” – Dave, Financial Services Professional
“I didn’t know where to start with AI. Everything I read told me to learn it for my business and my career. But it was so overwhelming, and I didn’t feel I had the time. Then I started working with Optimal AdvisorAI. Suddenly, I was doing work in a fraction of the time. Using ChatGPT and other AI tools jump started the work I was doing in developing new business. I used it to get appointments, create presentations and craft email responses that popped! I’m a fan of the Optimal Team.” – Tom, Global Media Executive
Topics
David Itzkovits’ Official Keynote Topics:
- What’s Possible With AI in Financial Services
- New Productivity & Personalisation Techniques, & Client Service Through Proven Use Cases
- Saving Time & Enhancing Connection
- AI Strategies that Help Advisors Serve More Clients & Deepen Relationships with Precision
- How to Use AI to Increase Efficiency & Drive Growth
- Real Techniques Advisors are Using Today to Save Hours Each Week Without Adding Risk of Complexity
How Much Does Dan Itzkovits Cost To Hire?
How Much Does it Cost to Hire David Itzkovits?
David’s keynote speaking costs are dependent on the individual event. For more information, contact the London Keynote Speakers Agency today!