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
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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
