David Sung's Location
Vancouver, BC, CA
David Sung's Work
- President | Client Relationship Manager @ Nicola Wealth
- Founder and President @ Waterstreet Wealth Mangement
- Investment Advisor and Financial Planner @ O'Neill and Associates
- Investment Advisor @ The Georgia Group, London Life
David Sung's Education
- Canadian Securities Insititute
Chartered Investment Manager (CIM)
- UBC Sauder School of Business
Family Enterprise Advisor
- Financial Advisors Association of Canada
Chartered Health Specialist (CHS)
- The CLU Institute
Chartered Life Underwriter (CLU)
- Financial Planners Standard Council
Certified Financial Planner (CFP)
- Investment Funds Institute of Canada
Canadian Investment Funds Course
- Insurance Council of BC
Life License Qualifying Program (LLQP)
- The University of British Columbia
Bachelor of Arts, Political Science
1988 - 1992
David Sung's Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Critical Illness
David Sung's Summary
David Sung, based in Vancouver, BC, CA, is currently a President | Client Relationship Manager at Nicola Wealth, bringing experience from previous roles at Waterstreet Wealth Mangement, 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 Estate Planning, Financial Advisory, Financial Planners, Pensions, Fixed Annuities and more, David Sung contributes valuable insights to the industry. David Sung has 1 email and 1 mobile phone number on RocketReach.
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