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Dave Rutledge, Cim is listed as Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities at RBC Dominion Securities, a with 5030 employees, based in Greater Vancouver Metropolitan Area, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Dave Rutledge, Cim.
Dave Rutledge, Cim previously worked as Senior Portfolio Manager and Investment Advisor at Rbc Dominion Securities and Senior Portfolio Manager and Senior Investment Advisor with Key Wealth Management at Td. Dave Rutledge, Cim holds Chartered Investment Manager (Cim), Investments And Securities from Canadian Securities Institute.
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AeroLeads found 1 current-domain work email signal for Dave Rutledge, Cim. Compare company email patterns before reaching out.
Dave’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions. His approach to building comprehensive and forward-looking strategies is deeply informed by his experience in wealth planning.Dave is licensed for the use of options, derivatives, hedge funds and ETFs and has developed a proven investment model. He holds the Chartered Investment Manager (CIM®) designation. He has been a in the financial services industry since 2009, and was named one of the Top 50 Advisors by Wealth Professional Magazine in 2020 and 2022.Dave’s diverse background can also be seen in his activities in the community. He is a former sponsored race car driver, co-founded a natural health products company, has sat on several non-profit and charity boards and coaches his son’s soccer and daughter's field hockey teams.Dave and his wife, Abby, have three young children.
Listed skills include Estate Planning, Retirement, Investments, Insurance, and 32 others.
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Vancouver, British Columbia, Canada
RBC is the number one, safest, most reputable retail bank in Canada and RBC Dominion Securities is the best bank owned investment firm for the 18th year in a row along with the top investment research team in Canada.
What does success mean to you?At Key Wealth Management, we know that every client has a different answer – and that the answer can change over time. That’s why client relationships are so important to us.To create your wealth strategy, we will draw on our expertise, education and experience.To unlock the full potential of any strategy, we believe that a genuine understanding of you and your circumstances makes all the difference.A family office you can… Show more What does success mean to you?At Key Wealth Management, we know that every client has a different answer – and that the answer can change over time. That’s why client relationships are so important to us.To create your wealth strategy, we will draw on our expertise, education and experience.To unlock the full potential of any strategy, we believe that a genuine understanding of you and your circumstances makes all the difference.A family office you can trustOur team is built around the principles of a family office. We’re here to build asophisticated wealth strategy that helps you live the lifestyle you’ve worked hard to achieve, while always keeping a close eye on the future.Our experienced team is committed to providing the highest quality of service and building long-term relationships. We want to get to know you really well – including the people who are important to you.Truly personalized serviceAt Key Wealth Management, we get to know our clients in a genuine way. This means we pick up the phone, answer your questions personally and get in touch with you regularly to share ideas, strategies and updates. It’s a partnership, one working toward a common goal – yours.Here’s what you can expect working with us:▪ Clearly defined process▪ Integrated, team-based approach▪ Goals-based planning▪ Clear, consistent communication▪ Friendly, knowledgeable service▪ Disciplined investment management▪ Big-picture thinking Show less
West Vancouver, British Columbia, Canada
520 17Th Street, Suite 200, West Vancouver, Bc V7V 3S8
Vancouver, Canada Area
David developed a thorough understanding of the products and solutions available within the financial industry over the three years he worked with Professional Planning Solutions.
Vancouver, Canada Area
In 2003, David co-founded M13 Ventures Ltd. Managing an international team of consultants, professionals and staff, David helped successfully develop and bring to market a premium brand of functional juice beverages. The products were available in retail outlets such as Whole Foods, Wild Oats, Urban Fare, Choices, Capers and IGA. His responsibilities included raising capital, managing financial and legal affairs of the company, as well as supervising the stringent regulatory requirements of the… Show more In 2003, David co-founded M13 Ventures Ltd. Managing an international team of consultants, professionals and staff, David helped successfully develop and bring to market a premium brand of functional juice beverages. The products were available in retail outlets such as Whole Foods, Wild Oats, Urban Fare, Choices, Capers and IGA. His responsibilities included raising capital, managing financial and legal affairs of the company, as well as supervising the stringent regulatory requirements of the product line. Show less
Vancouver, Canada Area
David completed his racing career driving for Lynx Racing in the CART Toyota/Atlantic Championship. In 2001, he finished second with three wins in the Championship and was nominated to the Cart Atlantic All-Star Team. During his racing career he attracted sponsorship from well-established Canadian companies such as The Keg, Player’s, Molson’s, Clearly Canadian, SmarTire and Future Shop.
Other employees you can reach at rbcds.com. View company contacts for 5030 employees →
Landon Kohle, Cim®, Cfp®
Colleague at Rbc Dominion SecuritiesSaskatoon, Saskatchewan, Canada
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Aziza Kotadia, Mba (Finance), Cfp, Ficb
Colleague at Rbc Dominion SecuritiesCanada
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Dann Cushing
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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Anna Chalenko
Colleague at Rbc Dominion SecuritiesCanada
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Gabrielle Sinclair
Colleague at Rbc Dominion SecuritiesGreater Montreal Metropolitan Area, Canada
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Michael Kirkpatrick
Colleague at Rbc Dominion SecuritiesOttawa, Ontario, Canada
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Ralph Rimokh, Cim
Colleague at Rbc Dominion SecuritiesGreater Montreal Metropolitan Area, Canada
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R.P. (Bob) Whitters,Cim,Bba,Pfp
Colleague at Rbc Dominion SecuritiesSussex, New Brunswick, Canada
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Shirley Chen
Colleague at Rbc Dominion SecuritiesVancouver, British Columbia, Canada
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Denise Lacroix, Cfp®
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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The Chartered Investment Manager (CIM) designation is a leading industry standard for discretionary investment and portfolio management.
Quick answers generated from the profile data available on this page.
Dave Rutledge, Cim works for RBC Dominion Securities.
Dave Rutledge, Cim is listed as Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities at RBC Dominion Securities.
AeroLeads has found 1 work email signal at @td.com for Dave Rutledge, Cim at RBC Dominion Securities.
Dave Rutledge, Cim is based in Greater Vancouver Metropolitan Area, Canada while working with RBC Dominion Securities.
Dave Rutledge, Cim has worked for Rbc Dominion Securities, Td, Professional Planning Solutions Inc., M13 Ventures Ltd., and Rutledge Racing Team Inc..
Dave Rutledge, Cim's colleagues at RBC Dominion Securities include Landon Kohle, Cim®, Cfp®, Aziza Kotadia, Mba (Finance), Cfp, Ficb, Dann Cushing, Anna Chalenko, and Gabrielle Sinclair.
You can use AeroLeads to view verified contact signals for Dave Rutledge, Cim at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.
Dave Rutledge, Cim holds Chartered Investment Manager (Cim), Investments And Securities from Canadian Securities Institute.
Dave Rutledge, Cim is listed with skills including Estate Planning, Retirement, Investments, Insurance, Retirement Planning, Wealth Management, Small Business, and Financial Advisory.
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