David Villalta

equipe

Senior Investment Associate

CIM, DMS

Spoken languages : English

  • David graduated from The University of Western Ontario with a Bachelor of Management and Organizational Studies, specializing in finance.
  • With 11 years of wealth management experience David acts as the head trader with a focus on client management, research, and monitoring of existing investments.
  • Holds the Chartered Investment Manager (CIM) designation, completed Level 1 of the CFA designation and holds a certificate in Advanced Financial Analysis from Queens University.
  • David is an avid skier, golfer and scuba diver who enjoys traveling both domestically and internationally.