Dave Rutledge Email & Phone Number
Senior Portfolio Manager and Investment Advisor @ RBC Dominion Securities
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Dave Rutledge Location
- Vancouver, BC, CA
Dave Rutledge Work
- 2024 -now Senior Portfolio Manager and Investment Advisor @
- 2021 -2024 Senior Portfolio Manager and Senior Investment Advisor with Key Wealth Management @
- 2018 -2020 Vice President, Portfolio Manager and Investment Advisor with Lloyd Rutledge Wealth Management @
- 2012 -2017 Investment Advisor at TD Wealth Private Investment Advice @
- 2009 -2012 Associate Investment Advisor @
- 2003 -2009 Co-Founder @ M13 Ventures Ltd.
- 1993 -2003 Professional Race Car Driver @ Rutledge Racing Team Inc.
Dave Rutledge Education
- Canadian Securities Institute
Chartered Investment Manager (CIM) (Investments and Securities)
2017 - Canadian Securities Institute
Portfolio Management Techniques (Investments and Securities)
2017 - Canadian Securities Institute
Advanced Investment Strategies (Investments and Securities)
2017 - Canadian Securities Institute
Derivatives and Options (Investments and Securities)
2016 - Canadian Securities Institute
Exchange Traded Funds (Investments and Securities)
2015 - Canadian Securities Institute
Wealth Management Essentials (Investments and Securities)
2014 - Canadian Securities Institute
Conduct and Practices (Investments and Securities)
2012 - Canadian Securities Institute
Investment Advisors Training (Investments and Securities)
2012 - Canadian Securities Institute
Hedge Funds Essentials (Investments and Securities)
2012 - Canadian Securities Institute
Canadian Securities Course (Investments and Securities)
2010
Dave Rutledge Skills
- Estate Planning
- Retirement
- Investments
- Insurance
- Retirement Planning
- Wealth Management
- Small Business
- Financial Advisory
- Critical Illness
- Strategic Financial Planning
- Finance
- Wealth
- Mutual Funds
- Financial Services
- Financial Planners
- Wealth Management Services
- Investment Advisory
- High Net Worth Individuals
- Investment Strategies
- Securities
- Asset Allocation
- Mortgage Lending
- Portfolio Management
- Personal Finance
- Asset Management
- Investment Management
- Pensions
- Disability Insurance
- Segregated Funds
- Life Insurance
- Financial Risk
- Personal Financial Planning
- Fixed Annuities
- Relationship Management
- Residential Mortgages
- Financial Planning
Dave Rutledge Summary
- Dave Rutledge, based in Vancouver, BC, CA, is currently a Senior Portfolio Manager and Investment Advisor at RBC Dominion Securities. Dave Rutledge brings experience from previous roles at TD and Professional Planning Solutions Inc.. Dave Rutledge holds a Chartered Investment Manager (CIM) in Investments and Securities @ Canadian Securities Institute. With a robust skill set that includes Estate Planning, Retirement, Investments, Insurance, Retirement Planning and more. Dave Rutledge has 3 emails and 1 mobile phone numbers on RocketReach.
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