Davy Joly

Davy Joly Email and Phone Number

Wealth advisor at De Thomas Wealth Management @ De Thomas Wealth Management
richmond hill, ontario, canada
Davy Joly's Location
Cochrane, Alberta, Canada, Canada
Davy Joly's Contact Details

Davy Joly personal email

Davy Joly phone numbers

About Davy Joly

I was born and raised in Paris, France. I spent my first working years managing a luxury retail store until I decided to start travelling in Canada. I quickly fell in love with the Yukon and what was supposed to be a few days visit became 17 years and counting. Before working with IG Wealth Management, I managed multiple businesses in the Yukon from a tourism company to technology businesses. I also own a professional photography business.I found a place I can be myself and be part of a community who gives generously without counting. I want to find ways to give back to that community by supporting local charities I believe in, and by sharing my life and work experience to provide clients with a high level of service. I am married and the father of a beautiful 11 years old daughter and 8 years old son, I have been through all the bumps and joys of life from immigrating to buying our first house, having our first baby and running my own business. I believe in a healthy balance between work and family and understand people’s desire to make the most of their life. I want to help people discover how to enjoy a rich life and achieve their dreams.Specialties: Risk Management, creditor protection, Tax planning for business owners.

Davy Joly's Current Company Details
De Thomas Wealth Management

De Thomas Wealth Management

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Wealth advisor at De Thomas Wealth Management
richmond hill, ontario, canada
Employees:
18
Davy Joly Work Experience Details
  • De Thomas Wealth Management
    Wealth Advisor
    De Thomas Wealth Management Jun 2024 - Present
    Ab, Yt, Bc, Nwt
  • Ig Wealth Management
    Division Director
    Ig Wealth Management Jul 2015 - Jun 2024
    Ab, Yukon And Nwt
    Leading the way at IG Wealth Management I am pleased to be the divisional face and voice of IG Wealth Management, leading a dynamic team of financial professionals in our community. My role is to help Consultants reach their full potential by facilitating a training program that is highly regarded in the Canadian financial services industry, providing ongoing support and encouragement and ultimately helping them to achieve their professional goals. Our team is committed to superior service standards and the development of lasting relationships with both clients and individuals looking for a rewarding career as a Consultant. Our purpose is to build relationships based on a foundation of trust. We are unified in our pursuit of helping every family within our commmunity successfully achieve financial independence and security. Whether your interest is in exploring a career opportunity, seeking a referral to a Consultant or a solution to a financial question, please feel free to contact me.
  • Ig Wealth Management
    Senior Consultant
    Ig Wealth Management Nov 2012 - Jun 2024
    Cochrane, Alberta, Canada
    IG Wealth Management
  • Meadiasolutions
    Manager/Apple Business Specialist
    Meadiasolutions Dec 2008 - Dec 2012
    Whitehorse
    Provide customized solutions for SMBs and Government. Managed and train staff for both service and sales areas. Specialized in iOS deployment. Daylite, Aperture, Mac and iLife trainer.
  • Birks & Mayors
    Sales Professional
    Birks & Mayors 2007 - 2008

Davy Joly Skills

Retirement Planning Wealth Financial Advisory Mutual Funds Wealth Management Finance Strategic Planning Financial Planning Strategic Financial Planning Pensions Small Business Estate Planning Investment Strategies Investment Advisory Income Protection Savings Portfolio Management High Net Worth Individuals Risk Management Financial Services Wealth Management Services Investments Cash Management Retirement Savings Wealth Accumulation Asset Allocation Asset Managment Personal Finance Personal Financial Planning Employee Benefits Financial Goals Revenue Goal/growth Attainment Insurance Life Insurance Disability Insurance Term Life Insurance Defined Benefit Management Asset Management Leadership Public Speaking Customer Service Research Team Leadership Social Media

Davy Joly Education Details

  • Jean Monet
    Jean Monet
    Undergraduate Degree
  • Darius Milhaud
    Darius Milhaud
    Economy

Frequently Asked Questions about Davy Joly

What company does Davy Joly work for?

Davy Joly works for De Thomas Wealth Management

What is Davy Joly's role at the current company?

Davy Joly's current role is Wealth advisor at De Thomas Wealth Management.

What is Davy Joly's email address?

Davy Joly's email address is davyj@me.com

What is Davy Joly's direct phone number?

Davy Joly's direct phone number is (204) 943*****

What schools did Davy Joly attend?

Davy Joly attended Jean Monet, Darius Milhaud.

What are some of Davy Joly's interests?

Davy Joly has interest in Children, Education, Health.

What skills is Davy Joly known for?

Davy Joly has skills like Retirement Planning, Wealth, Financial Advisory, Mutual Funds, Wealth Management, Finance, Strategic Planning, Financial Planning, Strategic Financial Planning, Pensions, Small Business, Estate Planning.

Who are Davy Joly's colleagues?

Davy Joly's colleagues are Jamie Vermeeren, Brandon Barteski, Greg Wade, Randy Perry Serving Prince Georgians, Emma Didrachnik, Ermos Erotocritou Cfp 💡, Danna Schaubel.

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