David Pfp Email
Manager Investment and Retirement Planning @ RBC
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David Pfp Location
- Toronto, ON, CA
David Pfp Work
- 2025 -now Manager Investment and Retirement Planning @
- 2024 -2025 Regional Financial Planning Consultant @
- 2021 -2024 Wealth Coach @
- 2019 -2020 Community General Manager @
- 2013 -2019 General Manager (Director) @
- 2009 -2013 Financial Planner @
- 2008 -2008 Regional Sales Manager @
- 2005 -2008 Regional Sales Manager, Private Client Group @
- now Private Client Manager, Assante Asset Management B.C. @
- 1998 -2004 Regional Manager, Financial Planning, RBC Investments @
- 1996 -1998 Financial Advisor @
David Pfp Education
- Canadian Securities Institute
PFP (Personal Financial Planner) (Four Quadrants of Financial Planning)
- Canadian Securities Institute
FCSI (Fellow of Canadian Securities Institute) (Leadership, Compliance, Ethics)
- Canadian Securities Institute
CIM (Chartered Investment Manager) (Portfolio Management and Performance Review, Securities Analysis and Selection)
- Capilano University
Postgraduate Diploma (Asia-Pacific Management Studies)
David Pfp Skills
- Wholesale Sales
- Private Wealth Management
- Sales Management
- Wealth Management
- Retirement Planning
- Portfolio Management
- Investments
- MBA
- Financial Advisory
- Client Relationship Building
- Mutual Funds
- Annuities
- Financial Planning
- Relationship Management
- Business Development
- Personal Financial Planning
- Estate Tax Planning
- Strategic Financial Planning
David Pfp Summary
- David Pfp, based in Toronto, ON, CA, is currently a Manager Investment and Retirement Planning at RBC. David Pfp brings experience from previous roles at RBC, HSBC and CIBC. David Pfp holds a PFP (Personal Financial Planner) in Four Quadrants of Financial Planning @ Canadian Securities Institute. With a robust skill set that includes Wholesale Sales, Private Wealth Management, Sales Management, Wealth Management, Retirement Planning and more. David Pfp has 2 emails on RocketReach.
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