David B.a.a Email
Planificateur financier principal @ MD Financial Management | Gestion financière MD
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David B.a.a Location
- Montreal, QC, CA
David B.a.a Work
- 2025 - now Planificateur financier principal @
- 2023 - 2025 Planificateur financier @
- 2021 - 2023 Planificateur financier principal et Conseiller en sécurité financière @
- 2019 - 2021 Planificateur financier @
- 2019 - 2019 Conseiller en Gestion de Patrimoine @
- 2017 - 2018 Conseiller en gestion de patrimoine @
- 2016 - 2017 Planificateur financier @
- 2015 - 2016 REPRÉSENTANT PRINCIPAL EN SERVICES FINANCIERS PME @
- 2013 - 2015 REPRÉSENTANT EN SERVICES FINANCIERS II @
- 2010 - 2013 Conseiller en finance personnel @ Agence Hélène Roy
David B.a.a Education
- FP Canada
Certified Financial Planner (Planification financière)
2025 - 2025 - L'institut IFSE
Assurance de personnes, Titre obtenu (Financial Planning and Services)
2018 - 2018 - Institut québécois en Planification financière
Planificateur financier (Planification financière)
2015 - 2015 - Université du Québec à Montréal
Baccalauréat en Administration des affaires (Finances et Planfication Financière)
2009 - 2014 - Canadian Securities Institute
Fonds d'investissement canadien (Finance and Financial Management Services)
2011 - 2011
David B.a.a Summary
- David B.a.a, based in Montreal, QC, CA, is currently a Planificateur financier principal at MD Financial Management | Gestion financière MD. David B.a.a brings experience from previous roles at Fonds FMOQ, Raymond James (Canada), Corporation de Services du Barreau du Québec and Desjardins. David B.a.a holds a 2025 - 2025 Certified Financial Planner in Planification financière @ FP Canada. David B.a.a has 1 emails on RocketReach.
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