Dave Rutledge, Cim Email and Phone Number
Dave Rutledge, Cim work email
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Dave Rutledge, Cim personal email
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.
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Senior Portfolio Manager And Investment AdvisorRbc Dominion Securities Sep 2024 - PresentVancouver, British Columbia, CanadaRBC 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. -
Senior Portfolio Manager And Senior Investment Advisor With Key Wealth ManagementTd Jan 2021 - Sep 2024What 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 -
Vice President, Portfolio Manager And Investment Advisor With Lloyd Rutledge Wealth ManagementTd Jan 2018 - Dec 2020West Vancouver, British Columbia, Canada -
Investment Advisor At Td Wealth Private Investment AdviceTd Mar 2012 - Dec 2017520 17Th Street, Suite 200, West Vancouver, Bc V7V 3S8 -
Associate Investment AdvisorProfessional Planning Solutions Inc. Mar 2009 - Feb 2012Vancouver, Canada AreaDavid developed a thorough understanding of the products and solutions available within the financial industry over the three years he worked with Professional Planning Solutions. -
Co-FounderM13 Ventures Ltd. Sep 2003 - Feb 2009Vancouver, Canada AreaIn 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 -
Professional Race Car DriverRutledge Racing Team Inc. Mar 1993 - Aug 2003Vancouver, Canada AreaDavid 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.
Dave Rutledge, Cim Skills
Dave Rutledge, Cim Education Details
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Canadian Securities InstituteInvestments And Securities -
Canadian Securities InstituteInvestments And Securities -
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Canadian Securities InstituteInvestments And Securities -
Canadian Securities InstituteInvestments And Securities -
Canadian Securities InstituteInvestments And Securities
Frequently Asked Questions about Dave Rutledge, Cim
What company does Dave Rutledge, Cim work for?
Dave Rutledge, Cim works for Rbc Dominion Securities
What is Dave Rutledge, Cim's role at the current company?
Dave Rutledge, Cim's current role is Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities.
What is Dave Rutledge, Cim's email address?
Dave Rutledge, Cim's email address is da****@****plan.ca
What schools did Dave Rutledge, Cim attend?
Dave Rutledge, Cim attended Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute.
What are some of Dave Rutledge, Cim's interests?
Dave Rutledge, Cim has interest in Water Sports, Social Services, Business Succession, Children, Skiing, Investing, Education, Finance, Auto Racing, Retirement Planning.
What skills is Dave Rutledge, Cim known for?
Dave Rutledge, Cim has skills like Estate Planning, Retirement, Investments, Insurance, Retirement Planning, Wealth Management, Small Business, Financial Advisory, Critical Illness, Strategic Financial Planning, Finance, Wealth.
Who are Dave Rutledge, Cim's colleagues?
Dave Rutledge, Cim's colleagues are Stavroula Tomaras, Laurice Ongpico, Ekaterina Z., Sebastian Nacionales, Tom Schuett, Alfred Zelhof, Cfa, Duncan Mackinlay, Mba.
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