AeroLeads people directory · profile
Dave Inglis, Cfp, Cim Email & Phone Number
Vice President Client Experience and Operational Transformation
at
Purpose Unlimited
1 work email found
@ca.ey.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President Client Experience and Operational Transformation
Location
Toronto, Ontario, Canada
Company size
Who is Dave Inglis, Cfp, Cim? Overview
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Quick answer
Dave Inglis, Cfp, Cim is listed as Vice President Client Experience and Operational Transformation at Purpose Unlimited, a with 85 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at ca.ey.com and a matched LinkedIn profile for Dave Inglis, Cfp, Cim.
Dave Inglis, Cfp, Cim previously worked as Partner, Wealth & Asset Management Consulting at Ey and Executive Director, Wealth & Asset Management Consulting at Ey. Dave Inglis, Cfp, Cim holds Bachelor Of Arts, Economics & Political Science from Mcmaster University.
Company email context
Email format at Purpose Unlimited
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*@ca.ey.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dave Inglis, Cfp, Cim. Compare company email patterns before reaching out.
Profile bio
About Dave Inglis, Cfp, Cim
I am a seasoned Partner in EY’s Wealth & Asset Management Consulting practice in Toronto, with over 25 years of financial services, technology and advisory experience. I have supported North American clients with transformation strategy and implementation in areas such as technology transformation, platform improvement, operational efficiency, financial planning, and advisor effectiveness.Prior to joining EY's consulting practice, I have held leadership positions in operations, product management, client relations, advisor training, and product management across Asset Managers, Insurers and technology providers.I am passionate about transformation in the wealth and asset management industries, and have authored numerous publications on digital advice in Canada, the ever-changing regulatory environment, and platform harmonization.
Listed skills include Portfolio Management, Financial Services, Business Analysis, Investments, and 17 others.
Current workplace
Dave Inglis, Cfp, Cim's current company
Company context helps verify the profile and gives searchers a useful next step.
Purpose Unlimited
11 roles · 29 years
Dave Inglis, Cfp, Cim work experience
A career timeline built from the work history available for this profile.
Partner, Wealth & Asset Management Consulting
Executive Director, Wealth & Asset Management Consulting
Oct 2020 - Jan 2024
Senior Manager, Wealth Management Advisory
Oct 2015 - Oct 2020
Manager, Wealth Management Advisory
Feb 2014 - Sep 2015
Manager, Product Management
Jan 2013 - Feb 2014
Team Lead, Sales Support And Marketing
May 2011 - Dec 2012
Analyst
Cgi
2005 - Apr 2011
Marketing And Services Analyst
Aug 2001 - Dec 2004
Client Services Coordinator
National Life Of Canada
Managed client service call centre and processing teams
1998 - 2004
~6 yrs
Team Leader
Dynamic Mutual Funds
Mar 1995 - Aug 1998
2 education records
Dave Inglis, Cfp, Cim education
Bachelor Of Arts, Economics & Political Science
Economics
FAQ
Frequently asked questions about Dave Inglis, Cfp, Cim
Quick answers generated from the profile data available on this page.
What company does Dave Inglis, Cfp, Cim work for?
Dave Inglis, Cfp, Cim works for Purpose Unlimited.
What is Dave Inglis, Cfp, Cim's role at Purpose Unlimited?
Dave Inglis, Cfp, Cim is listed as Vice President Client Experience and Operational Transformation at Purpose Unlimited.
What is Dave Inglis, Cfp, Cim's email address?
AeroLeads has found 1 work email signal at @ca.ey.com for Dave Inglis, Cfp, Cim at Purpose Unlimited.
Where is Dave Inglis, Cfp, Cim based?
Dave Inglis, Cfp, Cim is based in Toronto, Ontario, Canada while working with Purpose Unlimited.
What companies has Dave Inglis, Cfp, Cim worked for?
Dave Inglis, Cfp, Cim has worked for Purpose Unlimited, Ey, Cgi, Industrial Alliance, and National Life Of Canada.
How can I contact Dave Inglis, Cfp, Cim?
You can use AeroLeads to view verified contact signals for Dave Inglis, Cfp, Cim at Purpose Unlimited, including work email, phone, and LinkedIn data when available.
What schools did Dave Inglis, Cfp, Cim attend?
Dave Inglis, Cfp, Cim holds Bachelor Of Arts, Economics & Political Science from Mcmaster University.
What skills is Dave Inglis, Cfp, Cim known for?
Dave Inglis, Cfp, Cim is listed with skills including Portfolio Management, Financial Services, Business Analysis, Investments, Product Management, Equities, Mutual Funds, and Leadership.
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