David Allard
Senior Wealth Advisor, Portfolio Manager @Scotiabank
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WORK HISTORY
Senior Wealth Advisor, Portfolio Manager @Scotiabank
Kelowna, BC, CA
EDUCATION
Retirement Options
Coaching Certificate
Brandon University
Education
Knowledge Bureau
Master Financial Advisor
Athol Murray College of Notre Dame
10 and 11
Asia Pacific Institute
Master of Business Administration
University of Manitoba
Batchelor of Arts
CFA Institute
Chartered Financial Analyst
FPSC Financial Planning Standards Council
CFP
St Paul High School
12
ABOUT DAVID ALLARD
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. 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.
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