David Leneveu Email & Phone Number
Chief Executive Officer @ 3PG | 3 Planning Group
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David Leneveu Location
- Nanaimo, BC, CA
David Leneveu Work
- 2023 -now Chief Executive Officer @
- 2015 -now CEO and Founding Partner, CIM, FCSI, PFP, CEA @
- 2017 -now Registered Speaker @
- 2016 -2018 Governor, President, and Owner @
- 2014 -2017 Associate Managing Partner, Advanced Cases @
- 1998 -2016 Goaltending Coach @
- 2014 -2015 Professional Hockey Player @
- 2014 -2014 Professional Hockey Player @
- 2014 -2014 Professional Hockey Player @ New York Rangers
- 2013 -2014 Professional Hockey Player @
- 2012 -2013 Professional Hockey Player @ EHC Black Wings Linz
- 2011 -2012 Professional Hockey Player @ Oklahoma City Barons
- 2011 -2012 Player Representative @
- 2010 -2011 Professional Hockey Player @
- 2009 -2010 Professional Hockey Player @ EC Redbull Salzburg
- 2009 -2010 Goaltender @
- 2008 -2009 Professional Hockey Player @
- 2008 -2008 Professional Hockey Player @ New York Rangers
- 2003 -2008 Professional Hockey Player @ Phoenix Coyotes
- 2002 -2003 Goaltender @
- 1999 -2003 Goaltending Coach @ Goaltender Development Institute
- 1999 -2000 Goaltender @
David Leneveu Education
- Canadian Securities Institute
Fellow of CSI (FCSI)® (Wealth Management & Financial Planning)
2014-2021 - Canadian Securities Institute
(Financial Planning Integration Course (FPIC))
2021-2021 - Canadian Securities Institute
(Financial Planning Supplement (FPSU))
2021-2021 - Canadian Red Cross
EMA First Responder & CPR - BLS (Emergency Care)
2018-2021 - Canadian Securities Institute
(Wealth Management Essentials (WME)®)
2020-2020 - Canadian Securities Institute
Chartered Investment Manager (CIM)®
2018-2018 - Canadian Institute of Certified Executor Advisors
Certified Executor Advisor (CEA)®
2018-2018 - Canadian Securities Institute
(Portfolio Management Techniques (PMT)®)
2018-2018 - Canadian Securities Institute
(Investment Management Techniques (IMT)®)
2018-2018 - Canadian Securities Institute
(Canadian Securities Course (CSC)®)
2018-2018 - Investment Funds Institute of Canada (IFIC)
Canadian Investment Fund Course (CIFC)
2015-2015 - Institute of Financial Services Education (IFSE)
Life License Qualification Program (LLQP) (Life Insurance, Accident & Sickness Insurance)
2013-2014 - CAAMP (Canadian Association of Accredited Mortgage Professionals)
Mortgage Broker License
2013-2013 - Cornell University
(Applied Economics and Management)
2001-2003 - Fernie Secondary School 1996-2001
- Canadian Securities Institute
(Personal Financial Planner (PFP)®)
2021
David Leneveu Skills
- Athletics
- Sports Marketing
- Sports
- Sports Management
- Athletic Training
- Public Speaking
- Event Planning
- Social Media
- Sponsorship
- Team Building
- Fundraising
- Public Relations
- Event Management
- Sports Coaching
- Strategic Planning
- Time Management
- Ice Hockey
- Hockey
- Philanthropy
- Union Representation
- Loans
- Media Relations
- Network Marketing Professional
- Rental Real Estate
- Coaching
- Fitness
- Social Networking
- Customer Service
- Social Media Marketing
- Leadership
- Marketing
- Sales
- Life Insurance
- Disability Insurance
- Term Life Insurance
- Segregated Funds
- Mortgage Insurance
- Portfolio Management
- Investment Management
- Investments
- Financial Advisory
- Financial Planning
- Financial Analysis
- Whole Life Insurance
- Certified Executor Advisor
- Executor
David Leneveu Summary
- David Leneveu, based in Nanaimo, BC, CA, is currently a Chief Executive Officer at 3PG | 3 Planning Group. David Leneveu brings experience from previous roles at Rockmoor Wealth Management, TEC Canada, Nanaimo Clippers Junior 'A' Hockey Club / BCHL and CF Canada Financial. David Leneveu holds a 2014 - 2021 Fellow of CSI (FCSI)® in Wealth Management & Financial Planning @ Canadian Securities Institute. With a robust skill set that includes Athletics, Sports Marketing, Sports, Sports Management, Athletic Training and more. David Leneveu has 3 emails on RocketReach.
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Top 3PG | 3 Planning Group Employees
David Leneveu
Chief Executive Officer
Nanaimo, BC, CA
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