David Allard Cfa Cfp

FAQ About David Allard Cfa Cfp

• What is David Allard Cfa Cfp's address?

  David Allard Cfa Cfp is located at
  Kelowna, Kelowna, Canada

• What is David Allard Cfa Cfp's job title?

  David Allard Cfa Cfp is a
  We use a Navigator Process to keep business owners and retirees on track. This entails working with business owners to help them manage, grow and transition their personal and business wealth. More specifically, my days are spent meeting with clients and helping them navigate their business and financial plans as they transition through life. With over 2 decades in the financial industry, I am continuously striving to be the best in the business at keeping entrepreneurs and their families on track. My mission is to help people have a better retirement and I am committed to personal growth and being the best in the business at keeping clients on track. I am a member of the Financial Planning Standards Council, sit on the Financial Planning Research Foundation committee and am a Founding Member and Past President of the CFA Okanagan Society. Lastly, I created the PRE (Psychological Readiness Evaluation) and PAVE (Planning Awareness and Values Evaluation) Retire-Ability Score software to address the non-financial and financial planning gaps for our clients. Click below to get your score! On a personal note, sports is a passion. In the past hockey, triathlons and tennis have occupied my spare time. Today, it's family, cycling, water-skiing and yoga. Too injured for anything else. Scotiamcleod

• What industry does David Allard Cfa Cfp currently work in?

  David Allard Cfa Cfp currently works in the
  Scotiamcleod

• What is David Allard Cfa Cfp's area of expertise?

  David Allard Cfa Cfp specializes in
  We use a Navigator Process to keep business owners and retirees on track. This entails working with business owners to help them manage, grow and transition their personal and business wealth. More specifically, my days are spent meeting with clients and helping them navigate their business and financial plans as they transition through life. With over 2 decades in the financial industry, I am continuously striving to be the best in the business at keeping entrepreneurs and their families on track. My mission is to help people have a better retirement and I am committed to personal growth and being the best in the business at keeping clients on track. I am a member of the Financial Planning Standards Council, sit on the Financial Planning Research Foundation committee and am a Founding Member and Past President of the CFA Okanagan Society. Lastly, I created the PRE (Psychological Readiness Evaluation) and PAVE (Planning Awareness and Values Evaluation) Retire-Ability Score software to address the non-financial and financial planning gaps for our clients. Click below to get your score! On a personal note, sports is a passion. In the past hockey, triathlons and tennis have occupied my spare time. Today, it's family, cycling, water-skiing and yoga. Too injured for anything else.

• Which languages does David Allard Cfa Cfp speak? 

  David Allard Cfa Cfp speaks the following languages:
  No languages available.

• Which industries has David Allard Cfa Cfp previously worked in?   

  David Allard Cfa Cfp has prior experience in the following industries:
  Scotiamcleod , Bmo Harris Private Banking , Rbc Wealth Management

• What is David Allard Cfa Cfp’s work experience?  

  David Allard Cfa Cfp has the following professional experience:
  Scotiamcleod , Scotiamcleod , Bmo Harris Private Banking , Rbc Wealth Management .

• How can I find David Allard Cfa Cfp on LinkedIn?  

  You can view David Allard Cfa Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are David Allard Cfa Cfp’s work email addresses?  

  David Allard Cfa Cfp’s work email addresses are
  [email protected] .

• What company does David Allard Cfa Cfp work for?  

  David Allard Cfa Cfp works at
  Scotiamcleod