Founder and President
@
Waterstreet Wealth Mangement
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David Sung Location
Vancouver, BC, CA
David Sung Work
2003 - now Vice-Chairman of the Board and President, Institutional | Client Relationship Manager @ Nicola Wealth
2000 - now Founder and President @ Waterstreet Wealth Mangement
1996 - 2000 Investment Advisor and Financial Planner @ O’Neill and Associates'
1994 - 1996 Investment Advisor @ The Georgia Group, London Life
David Sung Education
Canadian Securities Insititute
Chartered Investment Manager (CIM)
2014
UBC Sauder School of Business
Family Enterprise Advisor
2007
Financial Advisors Association of Canada
Chartered Health Specialist (CHS)
2003
The CLU Institute
Chartered Life Underwriter (CLU)
2002
Financial Planners Standard Council
Certified Financial Planner (CFP)
1997
Investment Funds Institute of Canada
Canadian Investment Funds Course
1994
Insurance Council of BC
Life License Qualifying Program (LLQP)
1993
The University of British Columbia
Bachelor of Arts, Political Science
1988 - 1992
David Sung Skills
Retirement Planning
Estate Planning
Retirement
Investments
Wealth Management
Wealth
Investment Strategies
Strategic Financial Planning
Insurance
Fixed Annuities
David Sung Summary
David Sung, based in Vancouver, BC, CA, is currently a Founder and President at Waterstreet Wealth Mangement . David Sung brings experience from previous roles at Nicola Wealth, O’Neill and Associates' and The Georgia Group, London Life. David Sung holds a Chartered Investment Manager (CIM) @ Canadian Securities Insititute. With a robust skill set that includes Retirement Planning, Estate Planning, Retirement, Investments, Wealth Management and more. David Sung has 2 emails and 1 mobile phone numbers on RocketReach.
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