David MacLachlan

Associate Investment Advisor at Canaccord Genuity Wealth Management Canada

Summary

David MacLachlan is an Associate Investment Advisor at Dekker Hewett Group within Canaccord Genuity Wealth Management Canada, specializing in tailored portfolio construction for clients.
With a background in Business Management from the British Columbia Institute of Technology, David also holds certifications from the Canadian Securities Institute in Wealth Management Essentials, Canadian Securities Course, Conduct & Practice Handbook, and completed the 90-Day IA Training Program.
Prior to his current role, David served as a Business Development Associate at Dekker Hewett Group and has experience as an Account Manager, IA Assistant, and Customer Service Representative at RBC.
His expertise and commitment to understanding unique client needs make him a valuable asset in the financial services industry.

Tags

business management customer service financial services wealth management client needs rbc portfolio construction canadian securities institute

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This public profile is provided courtesy of Clay. All information found here is in the public domain.

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