WPCA Top 50 Advisor: David Allard

WPCA Top 50 Advisor: David Allard

WPCA Top 50 Advisor: David Allard David Allard
Name: David Allard
  • 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
    • 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)
    Current Town

    Kelowna, British Columbia

    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