Associate Portfolio Manager @ (June 2021 - October 2023)
Associate Investment Advisor @ (November 2019 - May 2021)
Associate @ (May 2018 - October 2019)
Dave T. Education
Western University
Bachelor of Management and Organizational Studies (BMOS)
Bracebridge and Muskoka Lakes Secondary School
Dave T. Summary
Dave T., based in Toronto, ON, CA, is currently a Senior Portfolio Manager at Optimize Wealth Management. Dave T. brings experience from previous roles at Optimize Wealth Management and BMO Nesbitt Burns. Dave T. holds a Bachelor of Management and Organizational Studies (BMOS) @ Western University.
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