David Econ Location
Cambridge, ON, CA
David Econ Work
- 2006 - now Regional Vice President GTA W and OSW @ Mortgage Alliance
- 2019 - now Financial Advisor @ Keybase Financial Group
- 2017 - now Insurance Agent @ PPI
- 2011 - 2015 Director-Ontario @ Mortgage Professionals Canada
- 2000 - 2006 Branch Manager @ E-Logic Info Tech Ltd
- 1999 - 2000 Senior Personal Banking Officer @ Scotiabank
David Econ Education
- Financial Planning Standards Council (FPSC)
FPSC Level 1 Certificant in Financial Planning (Financial Planning and Services)
2012 - 2020 - Canadian Securities Institute
Conduct and Practices HandBook Course (CPH) (Financial Planning and Services)
2013 - 2013 - Canadian Securities Institute
CSC (Canadian Securities Course)
2011 - 2011
- Seneca Polytechnic
Mortgage Broker (Mortgage Broker Prgram)
2010 - 2011 - Canadian Securities Institute (formerly ICB)
Personal Finanical Planning Designation (PFP) (Financial Planning)
2000 - 2003 - University of Waterloo
BA Economics (Economics and Business)
1996 - 2000
David Econ Skills
- Mortgage
- Portfolio Management
- Credit
- Mortgage Lending
- Mortgage Industry
- Mutual Funds
- Financial Planning
- Retirement Planning
- Investments
- Insurance
David Econ Summary
David Econ, based in Cambridge, ON, CA, is currently a Regional Vice President GTA W and OSW at Mortgage Alliance. David Econ brings experience from previous roles at Keybase Financial Group, PPI, Mortgage Professionals Canada and TD Canada Trust. David Econ holds a 2012 - 2020 FPSC Level 1 Certificant in Financial Planning in Financial Planning and Services @ Financial Planning Standards Council (FPSC). With a robust skill set that includes Mortgage, Portfolio Management, Credit, Mortgage Lending, Mortgage Industry and more. David Econ has 2 emails and 2 mobile phone numbers on RocketReach.
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David Econ
Regional Vice President GTA W and OSW at Mortgage Alliance
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