Volunteer Coordinator
St.Mary & St.Samuel Coptic Orthodox Church
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David Samir, Cfp® Email & Phone Number
Volunteer Coordinator
at
St.Mary & St.Samuel Coptic Orthodox Church
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✓ Verified May 2026
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Current company
Role
Volunteer Coordinator
Location
Richmond Hill, Ontario, Canada
Who is David Samir, Cfp®? Overview
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Quick answer
David Samir, Cfp® is listed as Volunteer Coordinator at St.Mary & St.Samuel Coptic Orthodox Church, based in Richmond Hill, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for David Samir, Cfp®.
David Samir, Cfp® previously worked as Investment Advisor at Cibc Wood Gundy and Senior Financial Planner at Cibc. David Samir, Cfp® holds Cfp - Certified Financial Planner, Financial Planning And Services from Financial Planning Standards Council.
Company email context
Email format at St.Mary & St.Samuel Coptic Orthodox Church
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St.Mary & St.Samuel Coptic Orthodox Church
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Profile bio
About David Samir, Cfp®
A CFP “Certified Financial Planner” with over 15 years in Financial Planning experience focusing on High Net Worth clients, with a wide range of knowledge is all types of personal lending, Mortgages, debt consolidation, retirement planning, education planning, estate planning, wealth management, business lending and personal banking
Listed skills include Analysis, Banking, Risk Management, Retail Banking, and 46 others.
Current workplace
David Samir, Cfp®'s current company
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St.Mary & St.Samuel Coptic Orthodox Church
AeroLeads page
8 roles
David Samir, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
Mar 2024 - Present
Volunteer Coordinator
Current
St.Mary & St.Samuel Coptic Orthodox Church
Jun 2010 - Present
Senior Financial Planner
Jul 2014 - Mar 2024
Senior Finacial Service Representative
Feb 2013 - Jul 2014
Credit Counselor
Sep 2009 - Feb 2013
Collection Officer
Oct 2006 - Sep 2009
Credit Officer
Allied International Credit
Jan 2004 - Sep 2006
7 education records
David Samir, Cfp® education
Cfp - Certified Financial Planner, Financial Planning And Services
Financial Planning Standards Council
Fpsc Level 1 Certification, Financial Planning And Services
Financial Planning Standards Council
Financial Planning Supplement, Financial Planning And Services
Csi
Conduct & Practise Handbook (Cph), Fianancial Services
Csi
Wealth Managment Essential (Wme), Financial Planning And Services
Csi
Csc-Canadian Securities Course, Financial Planning And Services
Csi Global Education
Sociology, Liberal Arts And Sciences/Liberal Studies
York University
FAQ
Frequently asked questions about David Samir, Cfp®
Quick answers generated from the profile data available on this page.
What company does David Samir, Cfp® work for?
David Samir, Cfp® works for St.Mary & St.Samuel Coptic Orthodox Church.
What is David Samir, Cfp®'s role at St.Mary & St.Samuel Coptic Orthodox Church?
David Samir, Cfp® is listed as Volunteer Coordinator at St.Mary & St.Samuel Coptic Orthodox Church.
Where is David Samir, Cfp® based?
David Samir, Cfp® is based in Richmond Hill, Ontario, Canada while working with St.Mary & St.Samuel Coptic Orthodox Church.
What companies has David Samir, Cfp® worked for?
David Samir, Cfp® has worked for St.Mary & St.Samuel Coptic Orthodox Church, Cibc Wood Gundy, Cibc, Total Credit Recovery Limited, and Allied International Credit.
How can I contact David Samir, Cfp®?
You can use AeroLeads to view verified contact signals for David Samir, Cfp® at St.Mary & St.Samuel Coptic Orthodox Church, including work email, phone, and LinkedIn data when available.
What schools did David Samir, Cfp® attend?
David Samir, Cfp® holds Cfp - Certified Financial Planner, Financial Planning And Services from Financial Planning Standards Council.
What skills is David Samir, Cfp® known for?
David Samir, Cfp® is listed with skills including Analysis, Banking, Risk Management, Retail Banking, Powerpoint, Outlook, Negotiation, and Microsoft Word.
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