David Potok

Senior Investment Advisor, Associate Portfolio Manager @CIBC Wood Gundy

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Senior Investment Advisor, Associate Portfolio Manager @CIBC Wood Gundy

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Toronto, ON, CA

SKILLS

SecuritiesInvestmentsMutual FundsPortfolio ManagementCapital MarketsFixed IncomeAsset ManagementInvestment AdvisoryWealth ManagementRetirement PlanningAsset AllocationFinancial PlanningInvestment StrategiesVenture CapitalEquities

ABOUT DAVID POTOK

Senior Investment Advisor Associate Portfolio Manager

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David Potok — Senior Investment Advisor, Associate Portfolio Manager at CIBC Wood Gundy in Toronto, ON, CA | Unifers