WPCA Top 50 Advisor: David Christianson

WPCA Top 50 Advisor: David Christianson

Name: David Christianson
 

 
Current: 
  • Senior Advisor at Christianson Wealth Advisors - National Bank Financial
  • Previous:
    • 20 years as a fee-for-service financial planner and portfolio manager, MacDonald Shymko & Co and Wellington West Total Wealth Management
    Years of Experience:
    30 years of experience in the industry
    ACHIEVEMENTS/RECOGNITIONS:
    • Author of “Managing the Bull-Detect and Deflect the Crap in Personal Finance” (2012)
    • FELLOW OF FPSCTM Distinction (2013) - Financial Planning Standards Council of Canada 
    • STEP (London, UK) - Financial Advisory Team of the Year 2010 and 2011
    • Wrote the course for advisors called “The Structure of the Client-Centered Practice"
    • Lead author of the IAFP Code of Professional Ethics and Standards of Practice for R.F.P.s 
    AFFILIATIONS:
    • Fellow of the Financial Planning Standards Council
    • Columnist, Winnipeg Free Press
    • Member, Board of Regents, Institute of Advanced Financial Planning (IAFP)
    • Weekly Columnist ("Dollars and Sense") since 1994, Winnipeg Free Press
    EDUCATION:
    • Certified Financial Planner (CFP)
    • Registered Financial Planner (Certification) R.F.P.
    • Trust and Estate Practitioner (Certification) TEP
    • Chartered Investment Manager (CIM)
    Birthday February 3, 1956
    Current Town

    Winnipeg, Manitoba

    Hometown Portage la Prairie, Manitoba
    Family Wife Vera of 31 years, daughter Sarah, son Taylor
    Interests
    • Plays regularly in classic rock band Highway 59 (once played with the Commitments in Ireland)
    • Downhill skiing (CSIA Level 1 ski instructor)
    • Sailboat cruising and racing
    • Travel
    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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