David Pettman
Financial Planner, Rbc Financial Planning @RBC
Kelowna, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2011 — Present
Financial Planner, Rbc Financial Planning @RBC
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Financial Planner
SKILLS
InvestmentsPersonal Financial PlanningAsset AllocationMutual FundsFinancial AdvisoryRetirementStrategic Financial PlanningEquitiesFinancial PlanningMortgage LendingPortfolio ManagementWealth ManagementRetirement PlanningEtfsPensionsHigh Net Worth IndividualsInvestment StrategiesAlternative InvestmentsWealthAsset ManagementSecuritiesEstate PlanningInvestment ManagementWealth Management ServicesInvestment AdvisoryFixed Income
ABOUT DAVID PETTMAN
I am a Certified Financial Planner with Royal Mutual Funds Inc. and employed by Royal…
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