David Rutledge Email & Phone Number
Portfolio Manager and Senior Investment Advisor with Key Wealth Management @ TD
David Rutledge's Location
Vancouver, BC, CA
David Rutledge's Work
- Portfolio Manager and Senior Investment Advisor with Key Wealth Management @ TD
- Investment Advisor at TD Wealth Private Investment Advice @ TD
- Portfolio Manager and Vice President with Lloyd Rutledge Wealth Management @ TD
- Associate Investment Advisor @ Professional Planning Solutions Inc.
- Co-Founder @ M13 Ventures Ltd.
- Professional Race Car Driver @ Rutledge Racing Team Inc.
David Rutledge's Education
- Canadian Securities Institute
Chartered Investment Manager (CIM) (Investments and Securities)
2017 - Canadian Securities Institute
Portfolio Management Techniques (Investments and Securities)
2017 - Canadian Securities Institute
Advanced Investment Strategies (Investments and Securities)
2017
- Canadian Securities Institute
Derivatives and Options (Investments and Securities)
2016 - Canadian Securities Institute
Exchange Traded Funds (Investments and Securities)
2015 - Canadian Securities Institute
Wealth Management Essentials (Investments and Securities)
2014 - Canadian Securities Institute
Conduct and Practices (Investments and Securities)
2012 - Canadian Securities Institute
Investment Advisors Training (Investments and Securities)
2012 - Canadian Securities Institute
Hedge Funds Essentials (Investments and Securities)
2012 - Canadian Securities Institute
Canadian Securities Course (Investments and Securities)
2010
David Rutledge's Skills
- Estate Planning
- Retirement
- Investments
- Insurance
- Retirement Planning
- Wealth Management
- Small Business
- Financial Advisory
- Critical Illness
- Strategic Financial Planning
David Rutledge's Summary
David Rutledge, based in Vancouver, BC, CA, is currently a Portfolio Manager and Senior Investment Advisor with Key Wealth Management at TD, bringing experience from previous roles at TD, Professional Planning Solutions Inc. and M13 Ventures Ltd.. David Rutledge holds a Chartered Investment Manager (CIM) in Investments and Securities @ Canadian Securities Institute. With a robust skill set that includes Estate Planning, Retirement, Investments, Insurance, Retirement Planning and more, David Rutledge contributes valuable insights to the industry. David Rutledge has 3 emails and 1 mobile phone number on RocketReach.
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