David Emond Email
AVP Advisory Services, ATB Wealth @ ATB Wealth
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David Emond Location
- Calgary, AB, CA
David Emond Work
- 2023 -now AVP Advisory Services, ATB Wealth @
- 2006 -2023 Senior Wealth Consultant @
- 2005 -2006 Analyst @ Capital Canada Limited
- 2004 -2005 Analyst @
- 2002 -2003 Analyst and Co-op Student - Teachers' Private Capital @
David Emond Education
- IFEA
FEA (Family Enterprise Advisor Program)
2016-2017 - Dalhousie University
B.Comm. (Commerce - Finance)
2000-2005
David Emond Skills
- Estate Administration
- Estate Planning
- Financial Advisory
- Executor
- Charities
- International Structuring
- Personal Trust
- Fiduciary Services
- Private Clients
- Valuation
- Absolute Return
- Wealth Management Services
- Portfolio Management
- Investments
- Relationship Management
- Long%2Fshort Equity
- Trust Management
- Offshore Trusts
- Manager Selection
- Investment Advisory
- Alternative Investment Strategies
- Tactical Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Powers of Attorney
- Family Office
- Mutual Funds
- Multi Generational Wealth Transfer
- High Net Worth Individuals
- Offshore Banking
- Trustee Investments
- Asset Management
- Investment Advisory Services
- Corporate Trust
- Private Equity
- Due Diligence
- Tax Efficiency
- Offshore Investments
- Private Banking
- International Banking Services
- Capital
- Philanthropy
- Hedge Funds
- Investment Management
- Trust Services
David Emond Summary
- David Emond, based in Calgary, AB, CA, is currently a AVP Advisory Services, ATB Wealth at ATB Wealth. David Emond brings experience from previous roles at Cidel Asset Management Inc., Capital Canada Limited, Crane Capital Associates and Ontario Teachers' Pension Plan. David Emond holds a 2016 - 2017 FEA in Family Enterprise Advisor Program @ IFEA. With a robust skill set that includes Estate Administration, Estate Planning, Financial Advisory, Executor, Charities and more. David Emond has 4 emails on RocketReach.
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