Karl Davidson's Location

Canada

Karl Davidson's Work

  • Financial Planner @ Investors Group
  • Senior Financial Planner CFP @ Investors Group

Karl Davidson's Education

  • Home Study

    Certified Financial Planner (Financial Planning)

    1991 - 1996

Karl Davidson's Skills

  • Retirement Planning
  • Wealth Management
  • Strategic Financial Planning
  • Estate Planning
  • Investment Strategies
  • Portfolio Management
  • Mortgage Lending
  • Financial Planners
  • Finance
  • Certified Financial Planner

Karl Davidson's Summary

Karl Davidson, based in Canada, is currently a Financial Planner at Investors Group Financial Services Inc., bringing experience from previous roles at Investors Group. Karl Davidson holds a 1991 - 1996 Certified Financial Planner in Financial Planning @ Home Study. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Investment Strategies and more, Karl Davidson contributes valuable insights to the industry.
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