David Bear

District Vice President @Canoe Financial

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2020 — Present

District Vice President @Canoe Financial

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Vancouver, BC, CA

Canoe Financial is one of Canada’s fastest growing independent mutual fund companies managing ~$17 billion in assets across a diversified range of award-winning mandates. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. In June 2020, Canoe acquired the rights to manage all the retail mutual funds managed by Fiera Investments (a subsidiary of Fiera Capital). My role is to work with Financial Advisors in the lower mainland of British Columbia to promote retail mandates to the Canadian Investor.

EDUCATION

2000 — 2004

Queen's University

BAH, Economics and Philosophy

SKILLS

RetirementStrategic Financial PlanningFinancial AdvisoryHedge FundsMutual FundsRisk ManagementFinanceWealthAsset ManagementWealth Management ServicesEquitiesSecuritiesPublic SpeakingEstate PlanningFinancial PlanningSalesFinancial PlannersInvestment StrategiesAlternative InvestmentsPortfolio ManagementInsuranceFixed IncomeFinancial ServicesStrategic PlanningWealth ManagementAsset ManagmentRetirement PlanningSocial NetworkingInvestment AdvisoryCreditInvestments

ABOUT DAVID BEAR

For over two decades, I have been working with Investment Advisors in British Columbia as…

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David Bear — District Vice President at Canoe Financial in Vancouver, BC, CA | Unifers