David Rupert
Branch Manager-mutual Funds @Desjardins Financial Security Investments
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2017 — Present
Branch Manager-mutual Funds @Desjardins Financial Security Investments
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I provide Tier 1 compliance services. I am licensed for mutual funds the Province of Alberta. Mutual funds are distributed through Desjardins Financial Security Investments Inc.
EDUCATION
1984 — 1989
York University
Hon BA, Political Economy
SKILLS
Financial PlanningInsuranceAsset ManagementNew Business DevelopmentPortfolio ManagementBusiness DevelopmentWealth ManagementAsset AllocationMutual FundsFixed AnnuitiesRelationship ManagementLeadershipAlternative InvestmentsDue DiligenceSecuritiesPublic SpeakingEstate PlanningRetirement PlanningInvestmentsFinancial AdvisoryCoachingRetirementStrategic Financial PlanningInvestment Advisory
ABOUT DAVID RUPERT
I have a lifetime of experience in the investment industry, starting as a messenger on…
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