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Senior Investment Associate
Spoken languages :
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.