Dave Rutledge, Cim

Dave Rutledge, Cim Email and Phone Number

Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities @ RBC Dominion Securities
toronto, ontario, canada
Dave Rutledge, Cim's Location
Greater Vancouver Metropolitan Area, Canada
Dave Rutledge, Cim's Contact Details

Dave Rutledge, Cim work email

Dave Rutledge, Cim personal email

n/a
About Dave Rutledge, Cim

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.

Dave Rutledge, Cim's Current Company Details
RBC Dominion Securities

Rbc Dominion Securities

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Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities
toronto, ontario, canada
Website:
rbcds.com
Employees:
5030
Dave Rutledge, Cim Work Experience Details
  • Rbc Dominion Securities
    Senior Portfolio Manager And Investment Advisor
    Rbc Dominion Securities Sep 2024 - Present
    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.
  • Td
    Senior Portfolio Manager And Senior Investment Advisor With Key Wealth Management
    Td Jan 2021 - Sep 2024
    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
  • Td
    Vice President, Portfolio Manager And Investment Advisor With Lloyd Rutledge Wealth Management
    Td Jan 2018 - Dec 2020
    West Vancouver, British Columbia, Canada
  • Td
    Investment Advisor At Td Wealth Private Investment Advice
    Td Mar 2012 - Dec 2017
    520 17Th Street, Suite 200, West Vancouver, Bc V7V 3S8
  • Professional Planning Solutions Inc.
    Associate Investment Advisor
    Professional Planning Solutions Inc. Mar 2009 - Feb 2012
    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.
  • M13 Ventures Ltd.
    Co-Founder
    M13 Ventures Ltd. Sep 2003 - Feb 2009
    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
  • Rutledge Racing Team Inc.
    Professional Race Car Driver
    Rutledge Racing Team Inc. Mar 1993 - Aug 2003
    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.

Dave Rutledge, Cim Skills

Estate Planning Retirement Investments Insurance Retirement Planning Wealth Management Small Business Financial Advisory Critical Illness Strategic Financial Planning Finance Wealth Mutual Funds Financial Services Financial Planners Wealth Management Services Investment Advisory High Net Worth Individuals Investment Strategies Securities Asset Allocation Mortgage Lending Portfolio Management Personal Finance Asset Management Investment Management Pensions Disability Insurance Segregated Funds Life Insurance Financial Risk Personal Financial Planning Fixed Annuities Relationship Management Residential Mortgages Financial Planning

Dave Rutledge, Cim Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments 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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