WPCA Top 50 Advisor: Joel David

WPCA Top 50 Advisor: Joel David

WPCA Top 50 Advisor: Joel David Joel David
Name: Joel David
 
Current: 
  • Investment Advisor, CIBC Wood Gundy (2008)
  • Previous:
    • Consultant on patent drafting and trademarks searches. (2006-2009)
    Years of Experience:
    Over 13 years of experience in the investment industry.
    ACHIEVEMENTS/RECOGNITIONS:
    • Ranked #37 among Canada’s top financial advisors by Wealth Magazine Professional
    AFFILIATIONS:
    • Fellow of the Canadian Securities Institute
    • Rotary Club/ Rotary Club Foundation
    EDUCATION:
    • Chartered Professional (Certification)
    • Strategic Wealth (Certification)
    • Trust Estate Practitioner (Certification)
    • Certified Financial Planner
    • Fellow of the Canadian Securities Institute (Certification)
    • Certified Investment Manager
    • Agricultural Engineering, 
    • Juris Doctor-Law, University of Alberta (2005-2008)
    • Certificate in Conflict Resolution with the Alberta Arbitration Mediation Society.
    Birthday                            
    Current Town

    Edmonton, Alberta

    Hometown  
    Family  
    Interests  
    Other Information  

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014