Name: Joel David
Current:
Investment Advisor, CIBC Wood Gundy (2008)
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Previous:
- Consultant on patent drafting and trademarks searches. (2006-2009)
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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
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AFFILIATIONS:
- Fellow of the Canadian Securities Institute
- Rotary Club/ Rotary Club Foundation
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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.
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Birthday |
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Current Town |
Edmonton, Alberta
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Hometown |
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Family |
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Interests |
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Other Information |
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To read the full feature, click on the following link
Wealth Professional Canada Top 50 Advisor for 2014