David Beddis Email & Phone Number
Head of Western Canada @ Sagard Wealth
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David Beddis Location
- Calgary, AB, CA
David Beddis Work
- 2022 -now Head of Western Canada @
- 2022 -2022 Investment and Relationship Management Lead, Western Canada @
- 2016 -2022 Vice President and Portfolio Manager @
- 2013 -2016 Director, Oil and Gas Analyst @ GMP Securities
- 2008 -2013 Analyst, Institutional Equity Research, Oil and Gas @
- 2004 -2008 Vice President, Oil and Gas Analyst @ GMP Securities
David Beddis Education
- University of Victoria
BSc (Mathematics and Economics)
1997-2002
David Beddis Skills
- Portfolio Management
- Investment Advisory
- Financial Analysis
- High Net Worth Individuals
- Financial Goals
- Outcome focused
- Financial Planning
- Financial Modeling
- Asset Allocation
- Risk Management
- Strategic Planning
- Wealth Management
- Retirement Planning
- Alternative Investments
- Foundations
- Cash Management
- Investment Strategies
- Oil & Gas Industry
- Due Diligence
- Equity Research
- Valuation
- Investments
- Corporate Finance
- Energy Industry
- Investment Banking
- Capital Markets
- Private Equity
- Business Strategy
- Management
- Petroleum
- Mergers
- Oil
- Business Analysis
- Business Development
- Oil And Gas Industry
David Beddis Summary
- David Beddis, based in Calgary, AB, CA, is currently a Head of Western Canada at Sagard Wealth. David Beddis brings experience from previous roles at Sagard Wealth, Connor, Clark & Lunn Private Capital Ltd. (CC&L), GMP Securities and Cormark Securities. David Beddis holds a 1997 - 2002 BSc in Mathematics and Economics @ University of Victoria. With a robust skill set that includes Portfolio Management, Investment Advisory, Financial Analysis, High Net Worth Individuals, Financial Goals and more. David Beddis has 2 emails and 1 mobile phone numbers on RocketReach.
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