David Macneill Email & Phone Number

Toronto, Canada Area

• Toronto, ONAssociate Investment Advisor 2001 – Present Collaborate with established Senior Investment Advisor, manage $250M – $300M investment portfolio and provide personalized investment advice for high net worth.
• Advise clients, build investment portfolios and offer investment recommendations
• Perform due diligence on individual stocks, money managers and financial products to determine what products are beneficial for existing and prospective clientele
• Proactively prospect existing client base, centres of influence and internal distribution network to develop a new referral chain to expand assets under management and increase production
• Establish and maintain positive, professional relationships with senior executives, law firms and accounting firms in Canada and abroad
• Develop new product lines, services and tools

• MacNeill and Roberts Ltd. Ajax, ON Director and Manager 1995 – 2010Managed and directed family-operated fire protection and design business serving industrial and commercial clientele.
• Oversaw 13 employees
• Prepared bids for projects including cost scheduling/projections and established project management timelines
• Represented the company at the Durham Region Board of Trade and the Canadian Automatic Sprinkler AssociationSignificant Achievements:
• Grew company from small business to mid-sized enterprise valued between $3M and $5M
• Migrated AP/AR, invoicing, payroll and bank reconciliations from pencil and paper to computerized accounting

• Investment Advisor Assistant 1998 – 2001 Served in an administrative role under senior investment advisor. Processed payments, completed buys and sells on the advice of the advisor and acted as the first point of.
• Researched prospective investments using analyst recommendations, independent analysis of balance sheets, income statements, and cash flow analysis
• Learned how to source clients, develop successful client relations and build and maintain an investment portfolio
• Facilitated dealing with compliance and legal departments

Cim. Certified Investment Management, Certified

Ba (Honours), Management And Finance; Economics

Ba Honours, Political Science