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@lanternwealth.ca
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1 phone found area 403
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LinkedIn matched
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Dave Wilder is listed as Financial Planner at Lantern Wealth - professional wealth management for Canadians, suit and tie not included. at Lantern Wealth, a company with 3 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at lanternwealth.ca, phone signal with area code 403, and a matched LinkedIn profile for Dave Wilder.
Dave Wilder previously worked as Financial Planner at Lantern Wealth and Planning, Investments and Life Insurance (with a service experience that doesn't suck) at Wilder Wealth - In Partnership With Investia Financial Services. Dave Wilder holds Bachelor Of Commerce (B.Com.), Business/Commerce, General from The University Of Calgary.
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AeroLeads found 1 current-domain work email signal for Dave Wilder. Compare company email patterns before reaching out.
Financial Planning, in the traditional sense, is boring, ineffective and not very practical. I spent years at the big financial institutions and have worked my way down to self-employment. I'm not a 'bank guy', and my ideal clients aren't either.My people are those that can see past the 'pomp and circumstance', prefer honest connection, value building rapport and trust with their advisor. I aim for professional without fancy.I also aim to continually educate; both my current clients and prospective clients. Think: free courses, newsletters, one-on-ones - whatever it takes! My clients get regular check-ins as I delicately tip-toe the line of 'I know Dave is here when I need him' and, 'meeting just for meeting's sake'.If you have financial questions renting space in your head, please feel free to reach out - I am an open book and waiting to help. Seriously. Do it. I dare you.It's free. I'm fun.dave@lanternwealth.ca
Listed skills include Relationship Marketing, Relationship Development, Networking Events, Event Planning, and 24 others.
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Calgary, Alberta, Canada
We aim to take the stress and fear out of financial management by providing a simplified wealth plan with an down-to-earth approach and continuous service, so you can get back to life.
Calgary, Canada Area
Forget about investing for a moment.If you are anything like me, you want your relationships – both personal and professional – to be with people you trust; people who genuinely care about your welfare. You want the little things – and the big things – to be as simple, transparent and jargon free as possible. You want value for money, and you never want to.
Calgary, Alberta, Canada
Canada's largest independent financial advisory.
Calgary, Canada Area
It was fun while it lasted...until the firm was purchased by Richardson GMP!
Calgary, Canada Area
I helped foster relationships with customers on behalf of a group of Wealth Advisors through events, mail-outs, websites, and other marketing initiatives.
'Like Groupon, but better' - was the goal, at least.A great learning experience in partnerships, the beginning of social media, and lighting the entrepreneurial fire!
Calgary, Canada Area
Played an integral role in the creating and implementation of training material and operational processes for Kayne's Restaurant & Bar and Flatiron Restaurant & Lounge.I also recruited, selected and trained a General Manager for both restaurants.
Calgary, Canada Area
I worked as the General Manager of two PennyLane establishments; Ceili's Irish Pub in Calgary and Cowboys Dance Hall in Edmonton.My time at PLE included five Stampede's in Calgary playing an integral role in operating an outdoor tent venue of over 2000 person capacity.
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Dave Wilder works for Lantern Wealth.
Dave Wilder is listed as Financial Planner at Lantern Wealth - professional wealth management for Canadians, suit and tie not included. at Lantern Wealth.
AeroLeads has found 1 work email signal at @lanternwealth.ca for Dave Wilder at Lantern Wealth.
AeroLeads has found 1 phone signal(s) with area code 403 for Dave Wilder at Lantern Wealth.
Dave Wilder is based in Calgary, Alberta, Canada while working with Lantern Wealth.
Dave Wilder has worked for Lantern Wealth, Wilder Wealth - In Partnership With Investia Financial Services, Richardson Gmp, Macquarie Private Wealth, and Scotiamcleod.
Dave Wilder's colleagues at Lantern Wealth include David Spiegel.
You can use AeroLeads to view verified contact signals for Dave Wilder at Lantern Wealth, including work email, phone, and LinkedIn data when available.
Dave Wilder holds Bachelor Of Commerce (B.Com.), Business/Commerce, General from The University Of Calgary.
Dave Wilder is listed with skills including Relationship Marketing, Relationship Development, Networking Events, Event Planning, Creative Development, Marketing, Management, and Customer Service.
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