Name: David Allard
Current:
Portfolio Manager & Wealth Advisor - Navigation Wealth Management at ScotiaMcleod (2006)
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Previous:
- Investment Counselor, BMO Harris Private Banking (1996-2006)
- Financial Advisor, RBC Wealth Management (1994-1996)
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Years of Experience:
Over 20 years of experience in the finance industry |
ACHIEVEMENTS/RECOGNITIONS: |
AFFILIATIONS:
- Founding member and Past President of the CFA Okanagan Society
- Member of the Chartered Financial Analyst Institute and Financial Planning Standards Council
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EDUCATION:
- Master Financial Advisor, Succession & Estate Analysis (Certification) Knowledge Bureau (2012-2013)
- Certified Financial Planner (1998)
- Chartered Financial Analyst (Certification), CFA Institute
- Masters of Business Administration- International Business, Asia Pacific Institute (1994-1996)
- Education, Brandon University (1986-1987)
- Bachelor of Arts, Economics, University of Manitoba (1981-1984)
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Birthday |
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Current Town |
Kelowna, British Columbia
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Hometown |
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Family |
Married with Children |
Interests |
Triathlons, Golf, Hockey, Cycling, Running and Skiing |
Other Information |
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Wealth Professional Canada Top 50 Advisor