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David Jones, Cim profile image

David Jones, Cim

Senior Portfolio Manager at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/cibc-wood-gundy">CIBC Wood Gundy</a>
Intro Book
Seasoned wealth management expert with 44 years of experience in investment, planning, and wealth management.
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Location
Edmonton, Alberta, Canada, CA
Skills
  • Wealth Management
  • Portfolio Management
  • Investments
  • Financial Planning
  • Finance
  • Show all
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Bio

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David Jones is a seasoned wealth management expert with 44 years of experience in investment, planning, and wealth management for private clients and corporations. He is a partner with The Jones Group and a Vice President and Investment Advisor at CIBC Wood Gundy. With a background in accounting and a Chartered Accountant designation, David has developed a strong expertise in financial planning, portfolio management, and investments. He has worked with clients across Canada and has a reputation for putting clients' interests above his own. David's extensive experience and industry expertise have earned him a trusted advisor status among his clients.

Experience

  • CIBC Wood Gundy
    • Financial Services
    • 700 & Above Employee
    • Senior Portfolio Manager
      • Apr 1980 - Present

    • Vice President, Investment Advisor, Partner
      • Apr 1980 - Dec 2021

      David A. Jones is a partner with The Jones Group and is a Vice President and Investment Advisor with over 30 years' experience in investment, planning, and wealth management for private clients and their corporations. David has become more than just a trusted advisor to his clients as he has spent his career putting clients’ interests above his own. In addition to managing client relationships, overseeing portfolio management and leading his team, David enjoys his role as a confidant and personal stakeholder in his clients’ lives.

  • EY
    • Ottawa, Canada & Edmonton
    • Chartered Accountant
      • Sep 1974 - 1980
      • Ottawa, Canada & Edmonton

      Prior to joining CIBC Wood, David was a C.A. with a EY, where he worked in the Auditing and Receivership group. The experience allowed him to become an expert in the areas of accounting, finance, and tax.

Education

  • 1971 - 1973
    Carleton University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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