David S. Macrae, Cfp®
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David S. Macrae, Cfp® Email & Phone Number

Director, Sales Enablement at Cambrian Credit Union
Location: Winnipeg, Manitoba, Canada 5 work roles 5 schools
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✓ Verified July 2026 3 data sources Profile completeness 100%

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Current company
Role
Director, Sales Enablement
Location
Winnipeg, Manitoba, Canada
Company size

Who is David S. Macrae, Cfp®? Overview

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Quick answer

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.

Company email context

Email format at Cambrian Credit Union

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Cambrian Credit Union

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Profile bio

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.

Current workplace

David S. Macrae, Cfp®'s current company

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Cambrian Credit Union
Cambrian Credit Union
Director, Sales Enablement
Winnipeg, MB, CA
Website
Employees
249
AeroLeads page
5 roles

David S. Macrae, Cfp® work experience

A career timeline built from the work history available for this profile.

Director, Wealth & Advisory Services

Current

As 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.

Oct 2012 - Present

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.

Feb 2009 - Oct 2012

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.

Jan 2007 - Feb 2009

Retail Banking

Provide high quality member service through various front line sales and support roles.

Jan 2003 - Jan 2007
Team & coworkers

Colleagues at Cambrian Credit Union

Other employees you can reach at cambrian.mb.ca. View company contacts for 249 employees →

5 education records

David S. Macrae, Cfp® education

Certified Financial Planner

Financial Planning Standards Council

Canadian Securities Course

Canadian Securities Institute

Branch Compliance Officer'S Course

Canadian Securites Institute

Business Administration

Red River College

Education record

Neuchâtel Junior College
FAQ

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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