David Dennis Email and Phone Number
David Dennis personal email
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David Dennis phone numbers
My goal is to help you create a financial strategy and turn your dreams into reality. Growing up, I watched my father grow his business at Dennis Financial & IPC Investment Corporation and establish a solid reputation in Fredericton by providing sound financial advice and helping people grow their wealth. I’m proud to be a part of this dynamic team and I am pleased to see many of these longtime clients continue to reap the financial rewards of putting a solid plan in place. This wide range of clients include farmers, educators, lawyers, government employees and other high net worth professionals.Along with our tagline of ‘personalized planning | exceptional service’, I believe that integrity and ethics are cornerstones of our values at Dennis Financial & IPC Investment Corporation. Whatever stage of life you’re at: from managing loans, purchasing a home, transitioning into retirement or receiving an inheritance or wealth transfer, it’s important to know how to properly manage your cash flow and plan for an unpredictable future. I believe in educating and empowering my clients with easy-to-understand advice so that you feel comfortable with your decisions and achieve your highest potential.While working at Investment Planning Counsel's head office, one of my proudest accomplishments was achieving Regional Vice President status in a few short years. During this time, I oversaw over $4 billion in financial assets and coached over 180 financial advisors from southwestern Ontario to Manitoba. In my non-working time, I enjoy spending time with my family – including my wife Solli, our daughters Adrianna and Gabrielle. I also watch Formula 1 racing, and Co-Host Silverball Chronicles: A Pinball History Podcast available on Spotify. If you have questions about building your wealth, please connect with me at david@dennisfinancial.net or 506-452-8464
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Financial AdvisorInvestment Planning Counsel Nov 2016 - PresentFredericton, New BrunswickMy role at Dennis Financial / IPC Investment Corporation is to help you simplify complex terms and organize your money management so that we create a thorough plan for your future.Using our client-focused wealth management process, I work directly with you to get a clear picture of your goals and develop clear road-map to ensure your financial independence.At Dennis Financial we specialize in:• Retirement planning • Estate planning: wills, power of attorneys, capital gains etc. • Pension work, pension transfers, pension planning• Investment and financial planning services• Wealth management strategies• Life Insurance**We follow a disciplined approach – as a team – to stay in touch with you. We schedule regular meetings to make sure you are on track with your financial goals. Quite simply, we are committed to our motto: “exceptional service and personal planning”Please visit http://www.dennisfinancial.net or call us at 1-800-768-8464** Insurance Disclaimer - Insurance products available through Dennis Financial Inc. -
Regional Vice President, Business DevelopmentInvestment Planning Counsel Sep 2014 - Dec 2016Mississauga, OntarioAs the Regional Vice President of Business Development, I was responsible for on boarding, training and relationship development for advisors and branch managers at Investment Planning Counsel.I oversaw all aspects of regional sales management, sales and marketing, shareholder equity, recruiting support, and programs including the Partners Growth Program, Counsel Portfolio Services, IPC Private Wealth, Counsel Portfolio Services, Essence Sales and the Total Advisor Experience. I was the point-of-contact for all advisors and branch managers and it was my goal to help them build a better business.
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Regional Manager, Business DevelopmentInvestment Planning Counsel Jul 2013 - Sep 2014As the Regional Manager of Business Development at Investment Planning Counsel, I worked closely with the Regional Vice President as the key relationship and account manager for all IPC advisors and branch managers for southeastern Ontario and Manitoba.
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Regional Associate, Business DevelopmentCounsel Portfolio Services Jun 2012 - Jul 2013Mississauga, OntarioAt Counsel Portfolio Services, I helped Financial Advisors build a better business by promoting various investment offerings, ensuring our team adhered to the Counsel Portfolio philosophy, and following the company’s strategic vision. As the Regional Associate, I coached and helped Advisors deepen and strengthen relationships, maximize the quality of time spent on each contact, decrease meeting preparation time, and increase overall enterprise value. -
Advisor Services Training SpecialistInvestment Planning Counsel Jul 2009 - May 2012As the Advisor Services Training Specialist at Investment Planning Counsel (IPC), my role was to train IPC Advisors, Associates and other staff on various systems and processes. As a part of our training and onboarding program, I oversaw the implementation of new corporate projects, and provided education on all aspects of business processes and industry practices using eLearning and/or in-house training. During this time, I also developed and delivered various training material and policies to outline IPC corporate methodologies.
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Administrative AssistantDennis Financial Inc. Nov 2007 - 2009
David Dennis Skills
David Dennis Education Details
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Criminology, History, Political Science -
Leo Hayes High School
Frequently Asked Questions about David Dennis
What company does David Dennis work for?
David Dennis works for Investment Planning Counsel
What is David Dennis's role at the current company?
David Dennis's current role is Providing financial advice for professionals in the Fredericton area.
What is David Dennis's email address?
David Dennis's email address is da****@****ail.com
What is David Dennis's direct phone number?
David Dennis's direct phone number is +150629*****
What schools did David Dennis attend?
David Dennis attended St. Thomas University (Ca), Leo Hayes High School.
What skills is David Dennis known for?
David Dennis has skills like Investments, Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Retirement, Investment Strategies, Financial Planning, Investment Advisory, Securities, Strategic Financial Planning.
Who are David Dennis's colleagues?
David Dennis's colleagues are Kinjal Chunawala, Jihane Bou Farhat, Wendy Rockwell, Dawn Gaziani, Mona Troscolan, Cfa, Mba, Cpa, Ron Marino, Janvi Sehgal.
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