David C. Esch, Cfa, Cim, Fcsi

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

Portfolio Manager, Chartered Financial Analyst @ Calgary, AB, CA
Calgary, AB, CA
David C. Esch, Cfa, Cim, Fcsi's Location
Greater Calgary Metropolitan Area, Canada
David C. Esch, Cfa, Cim, Fcsi's Contact Details

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

David C. Esch, Cfa, Cim, Fcsi personal email

n/a
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.”

David C. Esch, Cfa, Cim, Fcsi's Current Company Details
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
David C. Esch, Cfa, Cim, Fcsi Work Experience Details
  • The David Esch Wealth Management Group - National Bank Financial Wealth Manageme
    Portfolio Manager, Chartered Financial Analyst
    The David Esch Wealth Management Group - National Bank Financial Wealth Manageme
    Calgary, Ab, Ca
  • The David Esch Wealth Management Group - National Bank Financial Wealth Management
    Portfolio Manager, Chartered Financial Analyst
    The David Esch Wealth Management Group - National Bank Financial Wealth Management Jun 2014 - Present
    Western Canada
  • National Bank Financial Wealth Management
    Investment Advisor
    National Bank Financial Wealth Management Jan 2007 - Jun 2014
    Calgary
    Research, design, and implementation of investment strategies for the benefit of our clients.
  • Levesque Securities / Levesque, Beaubien, Geoffrion
    Investment Advisor
    Levesque Securities / Levesque, Beaubien, Geoffrion Mar 1993 - Jan 2007
    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).
  • Levesque, Beaubien, Geoffrion
    Investment Research & Client Liason For J. Angus Watt
    Levesque, Beaubien, Geoffrion Feb 1992 - Mar 1993
    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.

David C. Esch, Cfa, Cim, Fcsi Skills

Alternative Investments Estate Planning Financial Advisory Fixed Income Bonds Retirement Planning Valuation Family Services Advanced Trading Strategies Financial Planning Wealth Management Services Proprietary Quantitative Research And Investment Models Portfolio Management Elite Professional And Academic Qualifications Investments Conservative Long Term Pension Finance Comprehensive Inter Generational Wealth Management And Estate Planning Asset Allocation Investment Advisory Wealth Management Equities Mutual Funds Equity Research Strategic Financial Planning High Net Worth Individuals Investment Strategies Stocks Risk Management Asset Management Goals And Financial Needs Analysis For High Net Worth Investors Red Cross Wealth Quantitative Models Commodity Global Diversifiction And Portfolio Optimization Over 24 Years Of Profitable Experience Managing Portfolios Customized Fully Discretionary Investment Portfolio Management Etfs Due Diligence Trading Private Banking Trading Systems Hedge Funds Asset Allocation And Individual Security Selection Retirement Services Options Discretionary Portfolio Management Securities Retirement Income Mandates Investment Management Chartered Financial Analyst Financial Markets

David C. Esch, Cfa, Cim, Fcsi Education Details

  • Cfa Institute / Aimr
    Cfa Institute / Aimr
    Cfa (Chartered Financial Analyst)
  • Canadian Securities Institute
    Canadian Securities Institute
    Cim (Chartered Investment Manager)
  • Canadian Securities Institute
    Canadian Securities Institute
    Fcsi (Fellow Of The Canadian Securities Institute)
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Branch Managers Course, Canadian Options Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Ia (Investment Advisor)
  • University Of Alberta
    University Of Alberta
    Finance And Statistics
    View

Frequently Asked Questions about David C. Esch, Cfa, Cim, Fcsi

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 current company?

David C. Esch, Cfa, Cim, Fcsi's current role is Portfolio Manager, Chartered Financial Analyst.

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

David C. Esch, Cfa, Cim, Fcsi's email address is david.esch@nbf.ca

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

David C. Esch, Cfa, Cim, Fcsi attended Cfa Institute / Aimr, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, University Of Alberta.

What are some of David C. Esch, Cfa, Cim, Fcsi's interests?

David C. Esch, Cfa, Cim, Fcsi has interest in Nature Photography, Keyboards, Health, Children, Skiing, Snowboarding, Hanging Out With My Wife, Education, Surfing Market Volatility, Science And Technology.

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

David C. Esch, Cfa, Cim, Fcsi has skills like Alternative Investments, Estate Planning, Financial Advisory, Fixed Income, Bonds, Retirement Planning, Valuation, Family Services, Advanced Trading Strategies, Financial Planning, Wealth Management Services, Proprietary Quantitative Research And Investment Models.

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