David Miller Email
Private Wealth and Portfolio Manager @ Cardinal Point Capital Management, ULC
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David Miller Location
- Calgary, AB, CA
David Miller Work
- Private Wealth and Portfolio Manager @ (September 2022 - Present)
- Portfolio Manager and Financial Advisor @ RT Mosaic Wealth Management Ltd. (November 2021 - September 2022)
- Financial Planner and Research Analyst @ RT Mosaic Wealth Management Ltd. (April 2017 - July 2019)
- Associate Portfolio Manager and Financial Advisor @ RT Mosaic Wealth Management Ltd. (July 2019 - November 2021)
- Financial Planner and Account Manager @ (May 2009 - May 2016)
- Assistant Consultant @ (May 2005 - May 2008)
David Miller Education
- Institute of Advanced Financial Planners
Registered Financial Planner ( R.F.P.)
2017-2017 - Mount Royal University
Bachelor of Applied Financial Services (Financial planning)
2002-2006 - Canadian Securities Institute
Chartered Investment Manager® (CIM®)
2014 - FP Canada
Certified Financial Planner
2007
David Miller Summary
- David Miller, based in Calgary, AB, CA, is currently a Private Wealth and Portfolio Manager at Cardinal Point Wealth Management. David Miller brings experience from previous roles at RT Mosaic Wealth Management Ltd. and RBC. David Miller holds a 2017 - 2017 Registered Financial Planner ( R.F.P.) @ Institute of Advanced Financial Planners. David Miller has 1 emails on RocketReach.
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