Dave Rutledge

Senior Portfolio Manager and Investment Advisor @RBC Dominion Securities

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Senior Portfolio Manager and Investment Advisor @RBC Dominion Securities

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Vancouver, BC, CA

RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms with over a century of expertise. With a commitment to providing unmatched financial planning, investment advice, and wealth management solutions, the firm helps individuals, families, businesses, and organizations build and preserve their wealth. Known for its trusted reputation, RBC Dominion Securities is dedicated to equipping advisors with top-tier tools and resources to support their professional growth and success. The organization seeks to consistently earn the trust of clients by being their top choice for wealth management services.

EDUCATION

2017

Canadian Securities Institute

Advanced Investment Strategies

2010

Canadian Securities Institute

Canadian Securities Course

2014

Canadian Securities Institute

Wealth Management Essentials

2012

Canadian Securities Institute

Conduct and Practices

2012

Canadian Securities Institute

Investment Advisors Training

2017

Canadian Securities Institute

Portfolio Management Techniques

2017

Canadian Securities Institute

Chartered Investment Manager (CIM)

2016

Canadian Securities Institute

Derivatives and Options

2015

Canadian Securities Institute

Exchange Traded Funds

2012

Canadian Securities Institute

Hedge Funds Essentials

SKILLS

Residential MortgagesWealthFinancial RiskAsset ManagementPensionsFixed AnnuitiesDisability InsuranceCritical IllnessSegregated FundsPortfolio ManagementSecuritiesEstate PlanningFinancial PlanningMortgage LendingRetirement PlanningInsuranceWealth Management ServicesFinancial ServicesInvestmentsFinancial PlannersRetirementStrategic Financial PlanningWealth ManagementInvestment ManagementAsset AllocationMutual FundsHigh Net Worth IndividualsPersonal FinanceRelationship ManagementFinancial AdvisorySmall BusinessPersonal Financial PlanningInvestment AdvisoryLife InsuranceFinanceInvestment Strategies

ABOUT DAVE RUTLEDGE

With more than 17 years of experience in financial services, I currently serve as a Senior Portfolio Manager and Investment Advisor at RBC Dominion Securities. My role focuses on providing tailored investment advice, portfolio management, and wealth planning solutions to meet the diverse financial goals of our clients. By leveraging my Chartered Investment Manager (CIM®) designation and expertise in options, derivatives, hedge funds, and ETFs, I contribute to creating comprehensive and forward-thinking financial strategies. I am committed to upholding RBC Dominion Securities\' reputation for trust and excellence by equipping clients with solutions designed to build and preserve their wealth. My mission is to empower individuals, families, and organizations to achieve financial security and long-term success through informed decision-making and strategic portfolio management.

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Dave Rutledge — Senior Portfolio Manager and Investment Advisor at RBC Dominion Securities in Vancouver, BC, CA | Unifers