David Dai
Senior Financial Consultant @IG Wealth Management
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2007 — Present
Senior Financial Consultant @IG Wealth Management
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IG Wealth Management Inc. Mutual Fund Division
EDUCATION
1987 — 1990
Guangzhou University
College Degree, Computer Science
2004 — 2007
Senea College
College Degree, Finanial Planning Course
2003 — 2009
Canadian Securities Institute
CSC & PFPC, Canadian Seurities Course
SKILLS
RetirementStrategic Financial PlanningFinancial AdvisoryFinancial ServicesTaxPortfolio ManagementFinancial AnalysisInvestmentsEstate PlanningBankingMutual FundsFinancePrefessional Corporation Tax PlanningRisk ManagementPensionsWealthAsset ManagementRelationship ManagementSmall BusinessFinancial PlanningFinancial PlannersInvestment AdvisoryEmployee BenefitsWealth ManagementInvestment StrategiesRetirement PlanningPersonal FinanceStrategic Planning
ABOUT DAVID DAI
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