John Davis Location
- Calgary, AB, CA
John Davis Work
- 2011 - now Managing Director @ WealthBridge Group Ltd.
- 1998 - 2010 Senior Vice President @ Corporate Planning Associates
- 1993 - 1998 Manager Account Executives - Western Canada, Quebec and Ottawa Districts @ National Trust
John Davis Education
- The University of Western Ontario - Richard Ivey School of Business
HBA
1990 - 1992 - Western University
BA (ACS)
1987 - 1990 - QEP 1984 - 1987
John Davis Skills
- Wealth Management
- Financial Planning
- Estate Planning
- Wealth
- Strategic Financial Planning
- Investment Strategies
- Management
- High Net Worth Individuals
- Wealth Management Services
- Investment Advisory
- Mutual Funds
- Investments
- Asset Allocation
- Retirement
- Retirement Planning
- Finance
- Financial Advisory
- Strategic Planning
- Team Building
- Account Management
- Sales Management
- Microsoft Office
- Microsoft Excel
John Davis Summary
- John Davis, based in Calgary, AB, CA, is currently a Managing Director at WealthBridge Group Ltd.. John Davis brings experience from previous roles at Corporate Planning Associates and National Trust. John Davis holds a 1990 - 1992 HBA @ The University of Western Ontario - Richard Ivey School of Business. With a robust skill set that includes Wealth Management, Financial Planning, Estate Planning, Wealth, Strategic Financial Planning and more. John Davis has 1 emails on RocketReach.
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