David S. Macrae, Cfp® Email & Phone Number
Who is David S. Macrae, Cfp®? Overview
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David S. Macrae, Cfp® is listed as Director, Sales Enablement at Cambrian Credit Union, a with 249 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a matched LinkedIn profile for David S. Macrae, Cfp®.
David S. Macrae, Cfp® previously worked as Director, Wealth & Advisory Services at Cambrian Credit Union and Wealth & Retirement Advisor at Cambrian Credit Union. David S. Macrae, Cfp® holds Certified Financial Planner from Financial Planning Standards Council.
Email format at Cambrian Credit Union
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About David S. Macrae, Cfp®
Maintaining a positive personality + staying true to core values + a work ethic focused on being proactive = base formula that David adheres to in both his professional and personal life. David has quickly advanced his financial services career at Cambrian Credit Union and is now genuinely enjoying the dynamics of successfully leading a team in the very competitive industry of wealth management.
Listed skills include Retirement Planning, Wealth Management, Financial Advisory, Banking, and 5 others.
David S. Macrae, Cfp®'s current company
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David S. Macrae, Cfp® work experience
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Director, Wealth & Advisory Services
CurrentAs Director, Wealth & Advisory Services, David is responsible for the ongoing growth and profitability of Cambrian’s wealth management department. In addition to achieving the sales and business objectives as defined in the annual business plan, focus is also on the development and performance management of the sales and support team. David is passionate in working with advisors to develop effective practice management techniques that result in the delivery of holistic advice and helping members prepare for and live comfortably in retirement.
Wealth & Retirement Advisor
Covering a region of four branches, David was the lead in-branch wealth specialist and provided comprehensive retirement & investment advice within Cambrian/Aviso Wealth.
Investment Advisor Associate
Working closely with three experienced Investment Advisors, David provided a consistent level of high quality, efficient and accurate sales service and support within Cambrian/Aviso Wealth.
Retail Banking
Provide high quality member service through various front line sales and support roles.
Colleagues at Cambrian Credit Union
Other employees you can reach at cambrian.mb.ca. View company contacts for 249 employees →
Valerie Mcguire
Colleague at Cambrian Credit UnionSaint Clements, Manitoba, Canada
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Valerie Romanow
Colleague at Cambrian Credit UnionWinnipeg, Manitoba, Canada
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Kaleigh Hempel
Colleague at Cambrian Credit UnionWinnipeg, Manitoba, Canada
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Nidhi Luthra
Colleague at Cambrian Credit UnionCanada
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Shelley Weidmann
Colleague at Cambrian Credit UnionSelkirk, Manitoba, Canada
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Nicole Woelke
Colleague at Cambrian Credit UnionWinnipeg, Manitoba, Canada
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Selena Toledo
Colleague at Cambrian Credit UnionCanada
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Andrea Sander
Colleague at Cambrian Credit UnionSaint Clements, Manitoba, Canada
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Laura Brokopiw
Colleague at Cambrian Credit UnionWinnipeg, Manitoba, Canada
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Oluwafunso Obasoto Mcsa, Mcts, Itil, Crisc, Cisa, Cism, Cdpse
Colleague at Cambrian Credit UnionCanada
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David S. Macrae, Cfp® education
Certified Financial Planner
Canadian Securities Course
Branch Compliance Officer'S Course
Business Administration
Education record
Frequently asked questions about David S. Macrae, Cfp®
Quick answers generated from the profile data available on this page.
What company does David S. Macrae, Cfp® work for?
David S. Macrae, Cfp® works for Cambrian Credit Union.
What is David S. Macrae, Cfp®'s role at Cambrian Credit Union?
David S. Macrae, Cfp® is listed as Director, Sales Enablement at Cambrian Credit Union.
Where is David S. Macrae, Cfp® based?
David S. Macrae, Cfp® is based in Winnipeg, Manitoba, Canada while working with Cambrian Credit Union.
What companies has David S. Macrae, Cfp® worked for?
David S. Macrae, Cfp® has worked for Cambrian Credit Union.
Who are David S. Macrae, Cfp®'s colleagues at Cambrian Credit Union?
David S. Macrae, Cfp®'s colleagues at Cambrian Credit Union include Valerie Mcguire, Valerie Romanow, Kaleigh Hempel, Nidhi Luthra, and Shelley Weidmann.
How can I contact David S. Macrae, Cfp®?
You can use AeroLeads to view verified contact signals for David S. Macrae, Cfp® at Cambrian Credit Union, including work email, phone, and LinkedIn data when available.
What schools did David S. Macrae, Cfp® attend?
David S. Macrae, Cfp® holds Certified Financial Planner from Financial Planning Standards Council.
What skills is David S. Macrae, Cfp® known for?
David S. Macrae, Cfp® is listed with skills including Retirement Planning, Wealth Management, Financial Advisory, Banking, Retirement, Investment Management, Sales Management, and Leadership.
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