David Loftus

David Loftus Email and Phone Number

Founder and Senior Wealth Advisor, Mission Wealth Advisors, Raymond James @ Raymond James Ltd.
David Loftus's Location
Greater Calgary Metropolitan Area, Canada
About David Loftus

David Loftus, Senior Wealth Advisor, Private Client Group is a full service Financial Advisor at Raymond James Ltd. With over twenty-five years in the financial services industry, David works with clients to develop an investment strategy based upon their unique individual financial needs.Offering transaction based or fee based services, David has access to a wide range of investment products including; equities, ETF's, fixed income, options, new issues, and mutual funds. Through Raymond James Financial Planning Ltd. David also offers insurance and estate planning.Clients can expect timely and professional service from David and his fully licensed team. Wes Korhonen, Associate Financial Advisor and Joanna Chan, Financial Advisor Associate, have each been in the financial services industry for over ten years./*********/Disclaimer: http://bit.ly/1nspoNn

David Loftus's Current Company Details
Raymond James Ltd.

Raymond James Ltd.

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Founder and Senior Wealth Advisor, Mission Wealth Advisors, Raymond James
David Loftus Work Experience Details
  • Raymond James Ltd.
    Senior Wealth Advisor, Pcg
    Raymond James Ltd. Mar 2009 - Present
    Calgary, Ab

David Loftus Skills

Business Strategy Finance Strategic Planning Investments Management Business Development Financial Analysis Strategy Customer Service Leadership Financial Planning E Commerce Marketing Strategy Wine Viticulture New Business Development Web Marketing Online Marketing Retail Multicultural Sensitivity/awareness Intercultural Skills Bilingual English French Project Management Agriculture Sales Seo Marketing English Microsoft Office International Sales Market Research German Sales Management International Business Agricultural Engineering Agribusiness General Management French

David Loftus Education Details

Frequently Asked Questions about David Loftus

What company does David Loftus work for?

David Loftus works for Raymond James Ltd.

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

David Loftus's current role is Founder and Senior Wealth Advisor, Mission Wealth Advisors, Raymond James.

What is David Loftus's email address?

David Loftus's email address is da****@****ames.ca

What is David Loftus's direct phone number?

David Loftus's direct phone number is +130395*****

What schools did David Loftus attend?

David Loftus attended University Of Toronto.

What are some of David Loftus's interests?

David Loftus has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Food, Home Decoration, Health, Cooking, Electronics.

What skills is David Loftus known for?

David Loftus has skills like Business Strategy, Finance, Strategic Planning, Investments, Management, Business Development, Financial Analysis, Strategy, Customer Service, Leadership, Financial Planning, E Commerce.

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