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David V. Alexander CFP, CIM, FCSI

David V. Alexander CFP, CIM, FCSI

Broker / Advisor

Followers of David V. Alexander CFP, CIM, FCSI1000 followers
location of David V. Alexander CFP, CIM, FCSICalgary, Alberta, Canada

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  • Timeline

  • About me

    Plan, Execute & Review. It's All About Your "Living” Financial Plan.

  • Education

    • University of Windsor

      -
      Hon. B.A.

  • Experience

    • TD Waterhouse / TD Bank Financial Group

      Jan 2005 - Aug 2010
      Broker / Advisor

    • Servus Credit Union

      Aug 2011 - Sept 2013
      Investment Advisor

      Wealth Management & Investment Advice.

    • SPARK CU / Credential Financial Strategies Inc.

      Sept 2013 - Sept 2020
      Wealth Manager of SPARK Wealth (Formerly Shell CU)

    • David Alexander & Associates IG Private Wealth Management

      Sept 2020 - now
      Certified Financial Planner, Executive Advisor, Division Manager

  • Licenses & Certifications

    • CFP® professional

      FP Canada

    • CIM - Chartered Investment Mananger

      Canadian Securities Institute (CSI)

    • Estate Planning & Trust Strategy

      Canadian Securities Institute (CSI)

    • FCSI - Fellow of Canadian Securities Insititute

      Canadian Securities Institute (CSI)
      View certificate certificate

    • PFP - Personal Financial Planner

      Canadian Securities Institute (CSI)
      View certificate certificate