David Clarke
Director of Sales, Intermediary Distribution @Bmo Global Asset Management
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WORK HISTORY
Director of Sales, Intermediary Distribution @Bmo Global Asset Management
CA
Responsible for supporting and driving sales of wealth management offerings such as mutual funds, ETFs, segregated funds, GICs, and managed programs through high trust relationships with financial advisors in Southern Alberta & the BC Interior.Why do advisors do business with me? I bring together a combination of strong industry experience, relevant education, and a deep passion for helping others to the table to help advisors deliver a great wealth management experience. I help make advisors lives easier so that they can focus more on their clients, their business, and their families.
EDUCATION
York University - Glendon College
Bachelor's Degree
York University - Osgoode Hall Law School
Master of Laws - LLM
Dalhousie University
Master of Business Administration (M.B.A.)
ABOUT DAVID CLARKE
Winner of the Wholesaler of the Year from Wealth Professional magazine in 2018. 4-time finalist for the Investment Industry Association of Canada (IIAC) Top Under 40 award. I help financial advisors by acting as a sounding board, idea generator, technical consultant, and analyst. Being a trusted resource to advisors helps them feel more confident about their practice management, financial planning recommendations, product suppliers, and business model so they can spend more time doing the things they love. Today information by itself is cheap and easy to find; its context that matters. Whether it\'s getting on top of practice management, converting from MFDA to IIROC, transitioning to a fee-based model, moving to a discretionary platform, or adopting a UMA program, I am here to give you the critical context that can make it easier. Expert level knowledge in mutual funds, ETFs, Separately Managed Accounts (SMA), Unified Managed Accounts (UMA) and personal lending. Strong knowledge of segregated funds, critical illness, disability & long-term care insurance, corporate executor services, and retail banking. Professional Designations: CFP, CIM, FMA, RHU, FCSI I also hold an MBA from Dalhousie University, and a LLM from Osgoode Hall Law School Direct Line:(40••••••69
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