DDavid Dalton CFP's
email & phone
Opt-OutCurrent Position:
Private Wealth Advisor at Coastal Community Private Wealth GroupExperience:
28 yearsLocation:
Courtenay, British ColumbiaHow to contact David Dalton CFP
d*********n@coastalwealth.ca
+1-***-***-4915
Analytics
According to LinkedIn David Dalton CFP started working on 1997, then the employee has changed 8 companies and 8 jobs. On average, David Dalton CFP works for one company for 5 years 2 months. David Dalton CFP has been working as a Private Wealth Advisor for Coastal Community Private Wealth Group for 1277 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.Work Experience
Feb 2022 - Current
Feb 2022 - Current
Jan 2018 - Feb 2022
May 2006 - Feb 2022
Dec 2016 - Dec 2017
Jun 2011 - Nov 2016
May 2006 - May 2011
Dec 2000 - Apr 2006
Aug 1997 - Dec 2000
Education
CFP at FP Canada
CLU at Advocis
CHS at Advocis
Canadian Academy of Senior Advisors
British Columbia Institute of Technology / BCIT
University of Alberta
Canadian Securities Course at Canadian Securities Institute
Branch Manager's Examination Course at IFSE Institute
Academy of Financial Divorce Specialists
Family Mediation Certificate Program at Justice Institute of British Columbia
EPC (Elder Planner Counsellor) at Canadian Initiative for Elder Planner Studies
Responsible Investment Specialist (RIS) at RIA (Responsible Investment Associaction)
Current Company Information Coastal Community Private Wealth Group
Name: Coastal Community Private Wealth Group
Speciality: Wealth Management, Financial Planning, Business Succession Planning, Income and Tax Planning, Trust and Estate Planning, Employee Business Solutions, Life and Health Insurance, Legacy Planning, Investment Management, Philanthropy
Location: Nanaimo, BC, Canada
Employees: 10-50
Description: We are passionate about building stronger relationships to improve financial health, enrich people’s lives and build healthier communities. Coastal Community Private Wealth Grou...
Frequently Asked Questions
How long has David Dalton CFP been working as a Private Wealth Advisor?
David Dalton CFP's total experience in various companies as a Private Wealth Advisor 3 years 5 months.What is David Dalton CFP's minimum period of employment in the companies?
David Dalton CFP's minimum period of employment in various companies is 1 year.What is David Dalton CFP's average duration of employment for different companies?
On average, David Dalton CFP works for one company for 5 years 8 monthsWhat industries has David Dalton CFP worked in?
David Dalton CFP works in the Financial Services. Previously, David Dalton CFP worked in the Higher Education.What positions has David Dalton CFP held before?
Previously, David Dalton CFP worked as a Investment Advisor, and Financial Advisor, and Financial Services Sessional Instructor, and Sales Manager (Recruitment & Development) and Advisor, and Wealth Planner.How do I contact David Dalton CFP?
David Dalton CFP's email address is d*********n@coastalwealth.ca, phone number is +1-***-***-4915. Sign up to get contact details.Who is the President/CEO/Director of the Coastal Community Private Wealth Group?
The President/CEO/Director of the Coastal Community Private Wealth Group is Melissa LavoieWho are David Dalton CFP's peers at other companies?
David Dalton CFP's peers at other companies are Rohil Basu and Marshall Stevenson III and William ContiFind email for 850M+ professionals
Similar profiles
Other employees at Coastal Community Private Wealth Group
LL
