WPCA Top 50 Advisor: David Allard

David Allard's Wealth Professional Canada Top 50 Advisor Profile

WPCA Top 50 Advisor: David Allard

Name: David Allard
 

 
Current: 
  • Portfolio Manager & Wealth Advisor - Navigation Wealth Management at ScotiaMcleod (2006) 
  • Previous:
    • Investment Counselor, BMO Harris Private Banking (1996-2006)
    • Financial Advisor, RBC Wealth Management (1994-1996)
    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
    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)
    Birthday                            
    Current Town

    Kelowna, British Columbia

    Hometown  
    Family Married with Children
    Interests Triathlons, Golf, Hockey, Cycling, Running and Skiing
    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


     

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