Alan David Email
Investment Representative @ Freedom 55 Financial
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Alan David Location
- Laval, QC, CA
Alan David Work
- 2008 -now Financial Security Advisor @
- 2008 -now Investment Representative @
- 2006 -2008 Financial Security Advisor @ Le Groupe Financier Essentiel
- 1996 -2006 President @ Mike David Sales
Alan David Education
- McGill University
Bachelor's degree (Economics and Finance)
1980-1983
Alan David Skills
- Retirement Planning
- Retirement
- Mutual Funds
- Critical Illness
- Wealth Management
- Estate Planning
- Wealth Accumulation
- Disability Insurance
- Strategic Financial Planning
- Wealth
- Segregated Funds
- Fixed Annuities
- Investment Strategies
- Retirement Savings
- Investments
- Insurance
- Life Insurance
- Mortgage Lending
- Financial Services
- Finance
- Business Development
- Microsoft Excel
- Marketing
- Customer Service
- Security
Alan David Summary
- Alan David, based in Laval, QC, CA, is currently a Investment Representative at Freedom 55 Financial. Alan David brings experience from previous roles at Freedom 55 Financial, Le Groupe Financier Essentiel and Mike David Sales. Alan David holds a 1980 - 1983 Bachelor's degree in Economics and Finance @ McGill University. With a robust skill set that includes Retirement Planning, Retirement, Mutual Funds, Critical Illness, Wealth Management and more. Alan David has 1 emails on RocketReach.
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