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Jason David is listed as Raymond James Investment Counsel at Raymond James Investment Counsel Ltd, based in Ottawa, Ontario, Canada. AeroLeads shows a work email signal at polariswealth.ca and a matched LinkedIn profile for Jason David.
Jason David previously worked as Portfolio Manager at Raymond James Investment Counsel Ltd and Associate Portfolio Manager at Polaris Wealth. Jason David holds B.I.B., Bachelor Of International Business from Carleton University.
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At Raymond James Investment Counsel, Jason manages portfolios for a select group of private clients. Jason works primarily with one of Ottawa’s top independent accounting firms, Parker Prins Lebano. The integration of tax and investment planning counsel results in a truly comprehensive wealth management service. As such, Jason specializes in complex situations, such as the sale of a business or the financial planning associated with professional corporations. Jason is an expert guide and coordinator who can work with clients’ accounting and legal counsel, and can determine the most tax-efficient strategies to help clients achieve their financial objectives.
Listed skills include Investments, Wealth Management, Portfolio Management, Asset Management, and 13 others.
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Canada
At Raymond James Investment Counsel, I manage portfolios for a select group of private clients. I work primarily with one of Ottawa’s top independent accounting firms, Parker Prins Lebano. The integration of tax and investment planning counsel results in a truly comprehensive wealth management service.
I was involved in the preparation of personal tax returns, corporate year ends (small business and professional corps) and assisted during full scale audits of large organizations.
- Obtained licensing with the Ontario Securities Commission and registration with the Investment Industry Regulatory Organization of.
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Jason David works for Raymond James Investment Counsel Ltd.
Jason David is listed as Raymond James Investment Counsel at Raymond James Investment Counsel Ltd.
AeroLeads has found 1 work email signal at @polariswealth.ca for Jason David at Raymond James Investment Counsel Ltd.
Jason David is based in Ottawa, Ontario, Canada while working with Raymond James Investment Counsel Ltd.
Jason David has worked for Raymond James Investment Counsel Ltd, Polaris Wealth, Ppl Chartered Accountants, Land Development, and Rbc Dominion Securities.
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Jason David holds B.I.B., Bachelor Of International Business from Carleton University.
Jason David is listed with skills including Investments, Wealth Management, Portfolio Management, Asset Management, Bonds, Mutual Funds, Retirement Planning, and Investment Advisory.
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