David Sung Email & Phone Number
Founder and President
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David Sung Location
- Vancouver, BC, CA
David Sung Work
- Vice-Chairman of the Board and President, Institutional | Client Relationship Manager @ (January 2003 - Present)
- Founder and President @ Waterstreet Wealth Mangement (January 2000 - Present)
- Investment Advisor and Financial Planner @ O’Neill and Associates' (January 1996 - January 2000)
- Investment Advisor @ The Georgia Group, London Life (January 1994 - January 1996)
David Sung Education
- Canadian Securities Insititute
Chartered Investment Manager (CIM)
2014-2014 - UBC Sauder School of Business
Family Enterprise Advisor
2007-2007 - Financial Advisors Association of Canada
Chartered Health Specialist (CHS)
2003-2003 - The CLU Institute
Chartered Life Underwriter (CLU)
2002-2002 - Financial Planners Standard Council
Certified Financial Planner (CFP)
1997-1997 - Investment Funds Institute of Canada
Canadian Investment Funds Course
1994-1994 - Insurance Council of BC
Life License Qualifying Program (LLQP)
1993-1993 - 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
- Investment Management
- Asset Managment
- Business Strategy
- Strategic Planning
- Portfolio Management
- Financial Advisory
- Financial Services
- Finance
- Investment Advisory
- Mergers & Acquisitions
- Risk Management
- Long Term Care Insurance
- Asset Allocation
- Financial Planning
- Asset Management
- Financial Planners
- High Net Worth Individuals
- Wealth Accumulation
- Mutual Funds
- Life Insurance
- Equities
- Disability Insurance
- Securities
- Personal Finance
- Long-term Care
- Critical Illness
- Pensions
- Term Life Insurance
- Succession Planning
- Entrepreneurship
- Marketing
- Long Term Care
- Mergers and Acquisitions
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 2014 - 2014 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 2 mobile phone numbers on RocketReach.
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