David Gilman
About David Gilman
David Gilman serves as the Senior Vice President and Portfolio Manager at Harbourfront Wealth Management in West Vancouver, British Columbia. He has over a decade of experience in the financial sector and holds several professional designations, including Certified Financial Planner and Chartered Investment Manager.
Work at Harbourfront Wealth Management
David Gilman has been a key member of Harbourfront Wealth Management since 2014. He serves as the Senior Vice President and Investment Advisor, where he has built a decade-long career in West Vancouver, British Columbia. In addition to his role as an investment advisor, he has held the position of Senior Vice President and Portfolio Manager since 2017. His work focuses on managing client portfolios and providing tailored financial advice to meet individual investment goals.
Education and Expertise
David Gilman has a solid educational background in finance and investment management. He studied at the University of Guelph from 1996 to 1999, earning a Bachelor of Arts with Honours. He furthered his education at the University of British Columbia for one year in 2000. Gilman holds several professional designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), and Financial Management Advisor (FMA).
Background
David Gilman's professional journey in finance began with a strong educational foundation. His studies at the University of Guelph and the University of British Columbia equipped him with the necessary skills for a successful career in investment management. Since joining Harbourfront Wealth Management, he has developed expertise in portfolio management and financial planning, contributing to his reputation in the industry.
Achievements
Throughout his career, David Gilman has attained multiple professional designations that reflect his commitment to the field of financial planning and investment management. His certifications, including Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), demonstrate his expertise and dedication to providing high-quality financial services. His role at Harbourfront Wealth Management highlights his significant contributions to client portfolio management and financial advisory.