David C. Esch, Cfa, Cim, Fcsi
AeroLeads people directory · profile

David C. Esch, Cfa, Cim, Fcsi Email & Phone Number

Portfolio Manager, Chartered Financial Analyst at The David Esch Wealth Management Group - National Bank Financial Wealth Manageme
Location: Greater Calgary Metropolitan Area, Canada 5 work roles 6 schools
1 work email found @nbf.ca LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@nbf.ca
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The David Esch Wealth Management Group - National Bank Financial Wealth Manageme
Role
Portfolio Manager, Chartered Financial Analyst
Location
Greater Calgary Metropolitan Area, Canada

Who is David C. Esch, Cfa, Cim, Fcsi? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David C. Esch, Cfa, Cim, Fcsi is listed as Portfolio Manager, Chartered Financial Analyst at The David Esch Wealth Management Group - National Bank Financial Wealth Manageme, based in Greater Calgary Metropolitan Area, Canada. AeroLeads shows a work email signal at nbf.ca and a matched LinkedIn profile for David C. Esch, Cfa, Cim, Fcsi.

David C. Esch, Cfa, Cim, Fcsi previously worked as Portfolio Manager, Chartered Financial Analyst at The David Esch Wealth Management Group - National Bank Financial Wealth Management and Investment Advisor at National Bank Financial Wealth Management. David C. Esch, Cfa, Cim, Fcsi holds Cfa (Chartered Financial Analyst) from Cfa Institute / Aimr.

Company email context

Email format at The David Esch Wealth Management Group - National Bank Financial Wealth Manageme

This section adds company-level context without repeating David C. Esch, Cfa, Cim, Fcsi's masked contact details.

*@nbf.ca
68% confidence

AeroLeads found 1 current-domain work email signal for David C. Esch, Cfa, Cim, Fcsi. Compare company email patterns before reaching out.

Profile bio

About David C. Esch, Cfa, Cim, Fcsi

28-years Experienced Portfolio Manager with a demonstrated history. Skilled in Securities selection, Asset Allocation, Family Wealth Management, Proprietary Investment Strategies, Diversification and Risk Management, Financial Markets. Strong professional offering. Chartered Financial Analyst, Chartered Investment Manager, Fellow of the Canadian Securities Institute, BComm(Finance/Statistics).“The opinions, endorsements and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.”

Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Fixed Income, and 50 others.

Current workplace

David C. Esch, Cfa, Cim, Fcsi's current company

Company context helps verify the profile and gives searchers a useful next step.

The David Esch Wealth Management Group - National Bank Financial Wealth Manageme
The David Esch Wealth Management Group - National Bank Financial Wealth Manageme
Portfolio Manager, Chartered Financial Analyst
Calgary, AB, CA
5 roles

David C. Esch, Cfa, Cim, Fcsi work experience

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

Portfolio Manager, Chartered Financial Analyst

The David Esch Wealth Management Group - National Bank Financial Wealth Manageme

Calgary, Ab, Ca

Portfolio Manager, Chartered Financial Analyst

The David Esch Wealth Management Group - National Bank Financial Wealth Management

Western Canada

Investment Advisor

National Bank Financial Wealth Management

Calgary

Research, design, and implementation of investment strategies for the benefit of our clients.

Jan 2007 - Jun 2014

Investment Advisor

Levesque Securities / Levesque, Beaubien, Geoffrion

Edmonton / Calgary

Managing investment portfolios from start (bottom-up global investment research and statistical screening) to finish (achieving reliable results relative to family and individual client long-term financial objectives).

Mar 1993 - Jan 2007

Investment Research & Client Liason For J. Angus Watt

Levesque, Beaubien, Geoffrion

Edmonton

Marketing the services of the Group, investment research and portfolio design geared toward helping individual investors and companies to achieve their long-term financial objectives.

Feb 1992 - Mar 1993
6 education records

David C. Esch, Cfa, Cim, Fcsi education

Cfa (Chartered Financial Analyst)

Cfa Institute / Aimr

Activities and Societies: Calgary Chapter of the Chartered Financial Analyst SocietyCFA is the globally recognized gold standard.

Cim (Chartered Investment Manager)

Canadian Securities Institute

The ability to conduct discretionary portfolio management services on behalf of clients. Specialization in high-level investment.

Fcsi (Fellow Of The Canadian Securities Institute)

Canadian Securities Institute

Every industry has leaders – people who go above and beyond to set new standards that others strive towards. In Canadian financial.

Canadian Branch Managers Course, Canadian Options Course

Canadian Securities Institute

Ia (Investment Advisor)

Canadian Securities Institute

Canadian Securities Course, Conduct and Practices Course for Finance Industry Professionals.

Bachelor Of Commerce, Finance And Statistics

University Of Alberta

Activities and Societies: Phi Delta ThetaAchieved a Bachelor's Degree in Commerce with specialization in Statistics and Finance

FAQ

Frequently asked questions about David C. Esch, Cfa, Cim, Fcsi

Quick answers generated from the profile data available on this page.

What company does David C. Esch, Cfa, Cim, Fcsi work for?

David C. Esch, Cfa, Cim, Fcsi works for The David Esch Wealth Management Group - National Bank Financial Wealth Manageme.

What is David C. Esch, Cfa, Cim, Fcsi's role at The David Esch Wealth Management Group - National Bank Financial Wealth Manageme?

David C. Esch, Cfa, Cim, Fcsi is listed as Portfolio Manager, Chartered Financial Analyst at The David Esch Wealth Management Group - National Bank Financial Wealth Manageme.

What is David C. Esch, Cfa, Cim, Fcsi's email address?

AeroLeads has found 1 work email signal at @nbf.ca for David C. Esch, Cfa, Cim, Fcsi at The David Esch Wealth Management Group - National Bank Financial Wealth Manageme.

Where is David C. Esch, Cfa, Cim, Fcsi based?

David C. Esch, Cfa, Cim, Fcsi is based in Greater Calgary Metropolitan Area, Canada while working with The David Esch Wealth Management Group - National Bank Financial Wealth Manageme.

What companies has David C. Esch, Cfa, Cim, Fcsi worked for?

David C. Esch, Cfa, Cim, Fcsi has worked for The David Esch Wealth Management Group - National Bank Financial Wealth Manageme, The David Esch Wealth Management Group - National Bank Financial Wealth Management, National Bank Financial Wealth Management, Levesque Securities / Levesque, Beaubien, Geoffrion, and Levesque, Beaubien, Geoffrion.

How can I contact David C. Esch, Cfa, Cim, Fcsi?

You can use AeroLeads to view verified contact signals for David C. Esch, Cfa, Cim, Fcsi at The David Esch Wealth Management Group - National Bank Financial Wealth Manageme, including work email, phone, and LinkedIn data when available.

What schools did David C. Esch, Cfa, Cim, Fcsi attend?

David C. Esch, Cfa, Cim, Fcsi holds Cfa (Chartered Financial Analyst) from Cfa Institute / Aimr.

What skills is David C. Esch, Cfa, Cim, Fcsi known for?

David C. Esch, Cfa, Cim, Fcsi is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Fixed Income, Bonds, Retirement Planning, Valuation, and Family Services.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.