David Dai Email & Phone Number
Senior Wealth Advisor @ Investors Group
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David Dai Location
- Toronto, ON, CA
David Dai Work
- Senior Wealth Advisor @ (November 2007 - Present)
- Financial Service Associate @ CIBC Imperial Service (October 2004 - October 2007)
- Customer Service Representative @ HSBC Bank Canada (March 2003 - October 2004)
- Executive Search Consultant @ Grammy Technology Ltd (September 1998 - April 2002)
- Partner and Director @ Protron Consultants Ltd (September 1995 - August 1998)
- Customer Service Representative @ HSBC Bank Hong Kong (August 1993 - August 1995)
David Dai Education
- Canadian Securities Institute
CSC & PFPC (Canadian Seurities Course)
2003-2009 - Senea College
College Degree (Finanial Planning Course)
2004-2007 - Guangzhou University
College Degree (Computer Science)
1987-1990
David Dai Skills
- Small Business
- Banking
- Prefessional Corporation Tax Planning
- Retirement
- Employee Benefits
- Investment Strategies
- Personal Finance
- Financial Services
- Investment Advisory
- Mutual Funds
- Retirement Planning
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Financial Planners
- Investments
- Finance
- Tax
- Financial Advisory
- Wealth
- Pensions
- Relationship Management
- Financial Planning
- Financial Analysis
- Strategic Planning
- Portfolio Management
- Risk Management
- Asset Management
- Technology
- Business Analysis
- Planning
- Services
- Business Strategy
- Marketing
- Financial Reporting
- Change Management
- Investors
David Dai Summary
- David Dai, based in Toronto, ON, CA, is currently a Senior Wealth Advisor at IG Wealth Management. David Dai brings experience from previous roles at CIBC Imperial Service, HSBC Bank Canada, Grammy Technology Ltd and Protron Consultants Ltd. David Dai holds a 2003 - 2009 CSC & PFPC in Canadian Seurities Course @ Canadian Securities Institute. With a robust skill set that includes Small Business, Banking, Prefessional Corporation Tax Planning, Retirement, Employee Benefits and more. David Dai has 2 emails and 1 mobile phone numbers on RocketReach.
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