Dave Madan Email & Phone Number

Dave is a Market Lead and Manager at Scotia Wealth Management, where he leads a team of skilled advisors to support families through difficult transitions, ensuring the preservation of their assets and wishes. He has over 17 years of experience in the financial industry, with in-depth knowledge of planning, banking, and investment management. He is passionate about helping clients achieve their financial and personal goals, and providing them with tailored solutions that suit their unique needs and circumstances.Dave holds several credentials that demonstrate his expertise and professionalism in the field of estate and trust services, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Trust and Estate Practitioner (TEP), and Fellow of the Canadian Securities Institute (FCSI). He also contributes to the advancement and education of the profession by chairing the examination review committee of the Canadian Securities Institute, creating exam content for aspiring financial planners, and by serving as the deputy chair of the digital asset special interest group of the Society of Trust and Estate Practitioners, helping establish best practices for digital asset management. Additionally, Dave leverages his previous experience in the tech sector, where he worked with Microsoft and Dell on software and hardware deployment and coding, to stay updated and involved in emerging blockchain and cryptocurrency projects.

Listed skills include Investments, Banking, Portfolio Management, Strategic Financial Planning, and 46 others.