David Holder

David Holder Email and Phone Number

Associate Investment Advisor at RBC Dominion Securities @ RBC Dominion Securities
toronto, ontario, canada
David Holder's Location
Halifax, Nova Scotia, Canada, Canada
David Holder's Contact Details

David Holder work email

David Holder personal email

n/a
About David Holder

As Associate Advisor for Mike Murphy of RBC Dominion Securities, I work closely with Mike and our team of experts to provide comprehensive financial planning solutions to help our clients achieve their goals. I provide custom financial planning advice and leverage the resources of Canada's leading wealth management firm to interpret and execute our client's wealth planning opportunities. I also manage the execution of transactions for managed portfolios. I have been in the financial services industry since 1999. My formal education includes a BA from Dalhousie University and I have continued my professional education having obtained my Certified Financial Planner (CFP) designation.Outside of the office, I enjoy spending quality time with my family especially when we have the opportunity to travel together. I am also a leader with the 1st Bedford Scouts Troop, and I have completed a number of marathons, including every Boston Marathon since 2007.

David Holder's Current Company Details
RBC Dominion Securities

Rbc Dominion Securities

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Associate Investment Advisor at RBC Dominion Securities
toronto, ontario, canada
Website:
rbcds.com
Employees:
5030
David Holder Work Experience Details
  • Rbc Dominion Securities
    Associate Investment Advisor
    Rbc Dominion Securities Feb 2014 - Present
    Halifax, Canada Area
  • Rbc
    Financial Planner
    Rbc Jun 2003 - Feb 2014

David Holder Skills

Retirement Planning Mutual Funds Wealth Management Strategic Financial Planning Investments

David Holder Education Details

Frequently Asked Questions about David Holder

What company does David Holder work for?

David Holder works for Rbc Dominion Securities

What is David Holder's role at the current company?

David Holder's current role is Associate Investment Advisor at RBC Dominion Securities.

What is David Holder's email address?

David Holder's email address is da****@****rbc.com

What schools did David Holder attend?

David Holder attended Dalhousie University.

What skills is David Holder known for?

David Holder has skills like Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial Planning, Investments.

Who are David Holder's colleagues?

David Holder's colleagues are Mia N., Claude Trépanier, Baa, Mba, Fcsi, Rebecca Luk, Kevin Stripp, Diego Alvarez, Jenny Lee, Fanny Li.

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