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David Foster, CIM, FCSI — Senior Vice President, Managed Solutions
David is a valued resource who helps Steve McBride to construct optimal portfolios on behalf of his clients. He facilitates due diligence visits and conference calls so that Steve is able to communicate directly with the Integrated Managed Account (IMA) managers shaping his client's investments. David ensures that Steve has a steady stream of information, updates, and access to these managers and firms in order to consistently make informed decisions. He has a proven track record in mutual and hedge fund sales, sales management and advising high net worth investors with two of Canada’s leading brokerage firms. David is a certified Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).
Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.
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