David Steele, Cd Ma Pcsc Cfp
About David Steele, Cd Ma Pcsc Cfp
David Steele serves as the Regional Director at IG Wealth Management, where he promotes financial literacy and well-being in St Albert and surrounding areas. He has a strong background in finance, having achieved the Certified Financial Planner designation and holding a Master's degree in Leadership.
Current Role at IG Wealth Management
David Steele currently serves as the Regional Director at IG Wealth Management, a position he has held since 2018. In this role, he focuses on promoting financial literacy and well-being through community engagement initiatives in St Albert and surrounding areas. He has been instrumental in expanding IG Wealth Management's presence in the Grande Prairie market. Additionally, he actively recruits and mentors a diverse group of financial advisors across multiple regions, including Yellowknife and Whitehorse.
Previous Experience at IG Wealth Management
David Steele has held multiple positions at IG Wealth Management prior to his current role. He worked as a Financial Planner from 2010 to 2012, followed by a position as Division Director from 2012 to 2015. He also served as Regional Director from 2015 to 2018 in the Edmonton Southside area. His extensive experience within the company has contributed to his understanding of financial services and client needs.
Educational Background
David Steele studied at the University of Prince Edward Island (UPEI) and later attended FP Canada, where he focused on Finance and Financial Management Services. He achieved the Certified Financial Planner designation, which underscores his expertise in financial planning. Additionally, he studied at Royal Roads University, where he earned a Master of Arts in Leadership from 2004 to 2006.
Prior Military Experience
Before his career in financial services, David Steele served in the Canadian Forces for 21 years, holding the position of Vice Director from 1983 to 2004. He also worked as a Lecturer at the Royal Military College of Canada from 2005 to 2009. This experience provided him with leadership skills and a strong foundation in mentoring and education.