David Dodgson Email
Insurance Advisor | Corporate Insurance Specialist | Partner @ Maccabee Financial Inc.
David Dodgson's Location
Kelowna, BC, CA
David Dodgson's Work
- Insurance Advisor | Corporate Insurance Specialist | Partner @ Maccabee Financial Inc.
- Corporate and Personal Investment and Insurance Financial Specialist @ Maccabee Financial Inc.
- Financial Advisor @ WT Financial Inc.
David Dodgson's Education
- Canadian Securities Institute
Investment Funds In Canada
- Oliver's Learning
Life License Qualification Program (Life Insurance)
David Dodgson's Skills
- Life Insurance
- Critical Illness
- Investment Management
- Corporate Tax
- Estate Tax Planning
- Superior Client Service
- Finance
- Investments
- Client Services
- Strategic Planning
David Dodgson's Summary
David Dodgson, based in Kelowna, BC, CA, is currently a Insurance Advisor | Corporate Insurance Specialist | Partner at Maccabee Financial, bringing experience from previous roles at Maccabee Financial Inc. and WT Financial Inc.. David Dodgson holds a Investment Funds In Canada @ Canadian Securities Institute. With a robust skill set that includes Life Insurance, Critical Illness, Investment Management, Corporate Tax, Estate Tax Planning and more, David Dodgson contributes valuable insights to the industry. David Dodgson has 1 email on RocketReach.
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