Associate, Internal Sales, Intermediary Distribution
Director, Intermediary Distribution, Calgary & Southern Alberta
Associate, Internal Sales, Intermediary Distribution
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.
Key current insights and product information
Fund Codes, forms, fund facts, CE credits and more
Tools to help build resilient portfolios
Market updates and other strategic aids
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.
* As compared to an investment that generates an equivalent amount of interest income.
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