K. David leads the Platform Distribution team. He is primarily responsible for overseeing our Platform Distribution partnerships, as well as maintaining relationships with our Institutional clients.
Career:
- Addenda Capital: Vice-President, Client Partnerships and Head of Platform Distribution — Client Relationship Manager (since 2022); Vice-President and Co-Head, Client Partnerships (2020-2022); Senior Director, Client Partnerships and Business Development (2013-2020)
- Towers Watson: Investment Consultant (2011-2013); Investment Analyst (2007- 2011)
- Segal Advisors: Investment Analyst (2006-2007)
- BMO Investments Inc.: Investment Specialist (2005-2006)
Education:
- Honours Bachelor’s degree in Political Science from the University of Western Ontario
- Bachelor’s degree in Economics from the University of Western Ontario
- Completed the Canadian Securities Course (CSC) from the Canadian Securities Institute (CSI) with honours
- Chartered Financial Analyst (CFA) designation