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A one-stop shop for all the resources you need to stay ahead of the curve

photo of David Clarke

David Clarke

Director, Intermediary Distribution, Calgary & Southern Alberta

David is Director of Sales for BMO Global Asset Management, based in Calgary, Alberta. He joined BMO in June 2012, and has been in the financial industry for more than 20 years. David spent the early part of his career as a Financial Advisor at TD Bank Financial Group. In 2008 he joined Franklin Templeton Investments as Regional Sales Manager for Alberta.

David holds an MBA from Dalhousie University as well as designations as a Certified Financial Planner® (CFP®), Chartered Investment Manager (CIM®), and is a Fellow of Canadian Securities Institute (FCSI). David is a four-time nominee for the “Top Under 40” award from the Investment Industry Association of Canada, and was named Wholesaler of the Year in 2018 by Wealth Professional Magazine.


Our Featured Items

Key current insights and product information

Advisor Support

Fund Codes, forms, fund facts, CE credits and more

Convergence Investing

Asset Allocation

Market updates and other strategic aids

BMO Segregated Funds

Business Building

Effective practice management tips and new industry trends

Please contact me to set up a meeting and I can present you with these value-add materials to benefit your practice.

  • Generating Virtual Leads:
    • Lay groundwork with our Virtual Prospecting Action Plan
    • Set easily achievable goals to grow your business online
    • Build a referral and COI network through digital channels
    • Explore our new digital guide, LinkedInTM for Advisors
  • Price of Advice:
    • Quantify the measurable impact you have on your clients’ investments
    • Clearly explain the services you offer and your worth using data-driven facts
    • Engage in positive, proactive dialogue
    • Turn the discussion into a conversation about long-term value
  • Succession Planning:
    • Develop your own roadmap
    • Create a graceful handoff for you – and your clients
    • Accelerate growth and scale
    • Establish clear, measurable and achievable goals
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