David Weekes
Independent Financial Advisor at Mandeville Private Client Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Ancaster, Ontario, Canada, CA
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Credentials
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Chartered Investment Manager
Canadian Securities Institute (CSI)Jul, 2018- Oct, 2024 -
Portfolio Management Techniques
Canadian Securities Institute (CSI)Jul, 2018- Oct, 2024 -
Advanced Investment Strategies
Canadian Securities Institute (CSI)Apr, 2018- Oct, 2024 -
Wealth Management Essentials
Canadian Securities Institute (CSI)Mar, 2018- Oct, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)Feb, 2018- Oct, 2024 -
Conduct and Practices Handbook Course
Canadian Securities Institute (CSI)Feb, 2018- Oct, 2024 -
Partners, Directors and Senior Officers Course
Canadian Securities Institute (CSI)Feb, 2018- Oct, 2024 -
Certified Financial Planner (CFP)
FP CanadaSep, 2014- Oct, 2024
Experience
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Mandeville Private Client Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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Jun 2019 - Present
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IG Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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Financial Consultant
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Jul 2011 - Feb 2019
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Assistant
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Jun 2007 - Jun 2011
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Education
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2007 - 2011
McMaster University
Bachelor of Commerce (Honours), Business
Community
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