David Stewart

Investment Counsellor, Cfa, Cfp @RBC PH&N Investment Counsel

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

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WORK HISTORY

Aug 2009 — Present

Investment Counsellor, Cfa, Cfp @RBC PH&N Investment Counsel

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CA

SKILLS

BloombergRelationship ManagementCapital MarketsCreditFinancial ModelingFinancial AnalysisInvestment ManagementFinancial PlanningInvestment StrategiesPrivate EquityInvestment AdvisoryWealth ManagementValuationAsset ManagementPortfolio ManagementInvestmentsFixed IncomeRetirement PlanningAsset AllocationBankingMutual FundsRisk ManagementWealth Management ServicesNonprofitsHigh Net Worth IndividualsRetirementBondsStrategic Financial PlanningPresentationsHedge FundsFinancial ServicesSecuritiesEstate PlanningFinanceNon-ProfitsEquitiesFinancial AdvisoryChartered Financial AnalystCredit Analysis

ABOUT DAVID STEWART

David Stewart provides comprehensive discretionary investment management to…

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David Stewart — Investment Counsellor, Cfa, Cfp at RBC PH&N Investment Counsel in Ottawa, ON, CA | Unifers