Dave Rutledge, Cim
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Dave Rutledge, Cim Email & Phone Number

Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities at RBC Dominion Securities
Location: Greater Vancouver Metropolitan Area, Canada, Canada 7 work roles 10 schools
1 work email found @td.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

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Current company
Role
Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Company size

Who is Dave Rutledge, Cim? Overview

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Quick answer

Dave Rutledge, Cim is listed as Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities at RBC Dominion Securities, a company with 5030 employees, based in Greater Vancouver Metropolitan Area, Canada, 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.

Company email context

Email format at RBC Dominion Securities

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*@td.com
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AeroLeads found 1 current-domain work email signal for Dave Rutledge, Cim. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Estate Planning, Retirement, Investments, Insurance, and 32 others.

Current workplace

Dave Rutledge, Cim's current company

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RBC Dominion Securities
Rbc Dominion Securities
Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities
toronto, ontario, canada
Website
Employees
5030
AeroLeads page
7 roles

Dave Rutledge, Cim work experience

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

Senior Portfolio Manager And Investment Advisor

Current

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.

Sep 2024 - Present

Senior Portfolio Manager And Senior Investment Advisor With Key Wealth Management

Td
  • 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.
  • Clearly defined process
  • Integrated, team-based approach
  • Goals-based planning
  • Clear, consistent communication
  • Friendly, knowledgeable service
Jan 2021 - Sep 2024

Vice President, Portfolio Manager And Investment Advisor With Lloyd Rutledge Wealth Management

Td

West Vancouver, British Columbia, Canada

Jan 2018 - Dec 2020

Investment Advisor At Td Wealth Private Investment Advice

Td

520 17th Street, Suite 200, West Vancouver, BC V7V 3S8

Mar 2012 - Dec 2017

Associate Investment Advisor

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.

Mar 2009 - Feb 2012

Co-Founder

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.

Sep 2003 - Feb 2009

Professional Race Car Driver

Rutledge Racing Team Inc.

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.

Mar 1993 - Aug 2003
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5030 employees →

10 education records

Dave Rutledge, Cim education

Chartered Investment Manager (Cim), Investments And Securities

Canadian Securities Institute

The Chartered Investment Manager (CIM) designation is a leading industry standard for discretionary investment and portfolio management.

Portfolio Management Techniques, Investments And Securities

Canadian Securities Institute

Advanced Investment Strategies, Investments And Securities

Canadian Securities Institute

Derivatives And Options, Investments And Securities

Canadian Securities Institute

Exchange Traded Funds, Investments And Securities

Canadian Securities Institute

Wealth Management Essentials, Investments And Securities

Canadian Securities Institute

Conduct And Practices, Investments And Securities

Canadian Securities Institute

Investment Advisors Training, Investments And Securities

Canadian Securities Institute

Hedge Funds Essentials, Investments And Securities

Canadian Securities Institute

Canadian Securities Course, Investments And Securities

Canadian Securities Institute
FAQ

Frequently asked questions about Dave Rutledge, Cim

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

What company does Dave Rutledge, Cim work for?

Dave Rutledge, Cim works for RBC Dominion Securities.

What is Dave Rutledge, Cim's role at RBC Dominion Securities?

Dave Rutledge, Cim is listed as Senior Portfolio Manager and Investment Advisor with RBC Dominion Securities at RBC Dominion Securities.

What is Dave Rutledge, Cim's email address?

AeroLeads has found 1 work email signal at @td.com for Dave Rutledge, Cim at RBC Dominion Securities.

Where is Dave Rutledge, Cim based?

Dave Rutledge, Cim is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with RBC Dominion Securities.

What companies has Dave Rutledge, Cim worked for?

Dave Rutledge, Cim has worked for Rbc Dominion Securities, Td, Professional Planning Solutions Inc., M13 Ventures Ltd., and Rutledge Racing Team Inc..

Who are Dave Rutledge, Cim's colleagues at RBC Dominion Securities?

Dave Rutledge, Cim's colleagues at RBC Dominion Securities include Jordan Potts, Michael Lockhart, Faizan Kazi, Ma, Brittney Marson, and Aliza Carroll.

How can I contact Dave Rutledge, Cim?

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.

What schools did Dave Rutledge, Cim attend?

Dave Rutledge, Cim holds Chartered Investment Manager (Cim), Investments And Securities from Canadian Securities Institute.

What skills is Dave Rutledge, Cim known for?

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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