David Blanchard Email & Phone Number
Regional Vice President, Business Development @ CI Assante Wealth Management
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David Blanchard Location
- Canada
David Blanchard Work
- 2026 -now Regional Vice President, Business Development @
- 2021 -2026 Partner, Director Operations @
- 2015 -2021 Regional Vice President, Business Development and Relationship Management @
- 2013 -2015 Manager, Portfolio Manager Service Delivery @
- 2011 -2013 Manager Service Delivery, Institutional Services @
- 2009 -2011 Team Manager, Financial Planning Service and Support @
- 2007 -2009 Investment Representative, Direct Investing @
David Blanchard Education
- Canadian Securities Institute 2007-2010
- Saint Mary's University
B. Comm (Accounting and Finance)
2003-2007
David Blanchard Skills
- Mutual Funds
- Wealth Management
- Investments
- Fixed Income
- Equities
- Credit
- Options
- Six Sigma
- Lean Thinking
- Credit Analysis
- Securities
- Management
- Relationship Management
- Bonds
- Strategic Financial Planning
- Investment Strategies
- Trading
- Credit Risk
- Bloomberg
- Business Development
- Equity Trading
- Financial Markets
- Financial Services
- Risk Management
- Investment Management
- Asset Management
- FX Options
- Financial Risk
- Equity Derivatives
- Back Office
- Trading Systems
- Operational Risk
- Portfolio Management
- Microsoft Excel
- JavaScript
- Business Relationship Management
- Financial Planning
David Blanchard Summary
- David Blanchard, based in Canada, is currently a Regional Vice President, Business Development at CI Assante Wealth Management. David Blanchard brings experience from previous roles at Camber Private Wealth, National Bank Independent Network and TD Bank Group. David Blanchard holds a 2007 - 2010 Canadian Securities Institute. With a robust skill set that includes Mutual Funds, Wealth Management, Investments, Fixed Income, Equities and more.
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