David Econ's Location
Cambridge, ON, CA
David Econ's Work
- Insurance Agent @ PPI
- Regional Vice President GTA W and OSW @ Mortgage Alliance Greater Golden Horseshoe Maximum Results Financial Team
- Financial Advisor @ Keybase Financial Group
- Director-Ontario @ Mortgage Professionals Canada
- Branch Manager @ TD
- Senior Personal Banking Officer @ Scotiabank
David Econ's Education
- Canadian Securities Institute
Conduct and Practices HandBook Course (CPH) (Financial Planning and Services)
2013 - 2013 - Canadian Securities Institute
CSC (Canadian Securities Course)
2011 - 2011 - Financial Planning Standards Council (FPSC)
FPSC Level 1 Certificant in Financial Planning (Financial Planning and Services)
2012 - 2020
- Seneca College of Applied Arts and Technology
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's Skills
- Credit Risk
- Investments
- Real Estate Financing
- Project Management
- Estate Planning
- Certified Mortgage
- Financial Advisory
- Relationship Management
- Home Equity Loans
- Retirement Planning
David Econ's Summary
David Econ, based in Cambridge, ON, CA, is currently a Insurance Agent at PPI, bringing experience from previous roles at Mortgage Alliance, Keybase Financial Group, Mortgage Professionals Canada and TD Canada Trust. David Econ holds a 2013 - 2013 Conduct and Practices HandBook Course (CPH) in Financial Planning and Services @ Canadian Securities Institute. With a robust skill set that includes Credit Risk, Investments, Real Estate Financing, Project Management, Estate Planning and more, David Econ contributes valuable insights to the industry. David Econ has 3 emails and 1 mobile phone number on RocketReach.
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