David Francilia Email
Wealth Management Specialist @ Envision Financial, a division of First West Credit Union
David Francilia's Location
Vancouver, BC, Canada
David Francilia's Work
- Wealth Management Specialist @ Envision Financial, a division of First West Credit Union
- Investment Specialist @ Envision Financial, a division of First West Credit Union
- Wealth Management Assistant @ Prospera Credit Union
David Francilia's Education
- Canadian Securities Institute2009 - 2014
- British Columbia Institute of Technology
(Financial Management)
2007 - 2009
David Francilia's Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Bonds
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Wealth Management Services
David Francilia's Summary
David Francilia, based in Vancouver, BC, Canada, is currently a Wealth Management Specialist at Envision Financial, a Division of First West Credit Union, bringing experience from previous roles at Envision Financial, a Division of First West Credit Union and Prospera Credit Union. David Francilia holds a 2009 - 2014 Canadian Securities Institute. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, Bonds and more, David Francilia contributes valuable insights to the industry. David Francilia has 2 emails on RocketReach.
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