David Lanthier's Location
Kelowna, British Columbia, Canada
David Lanthier's Work
- Senior Associate @ Canada Loyal Financial Limited
- Associate @ World Financial Group (WFG)
David Lanthier's Education
- 3. Canadian Institute Of Financial Planning
- 4. The Investment Funds Institute Of Canada
- University of Victoria
- 2. Business Career College
David Lanthier's Skills
- Asset Management
- Investments
- Wealth Management
- Financial Planning
- Estate Planning
- Retirement Planning
- Financial Services
- Investment Advisory
- Investment Strategies
- Critical Illness
David Lanthier's Summary
David Lanthier, based in Kelowna, British Columbia, Canada, is currently a Senior Associate at Canada Loyal Securities Limited, bringing experience from previous roles at World Financial Group (Wfg). David Lanthier holds a 3. Canadian Institute Of Financial Planning. With a robust skill set that includes Asset Management, Investments, Wealth Management, Financial Planning, Estate Planning and more, David Lanthier contributes valuable insights to the industry. David Lanthier has 1 email on RocketReach.
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