David Charette, B.Comm., F. Pl.
Mutual Fund Representative, Advisory Services
David Charette graduated with a Bachelor of Commerce from the John Molson School of Business (2003) and earned the designation of Financial Planner from the Institut québécois de planification financière in 2012. He began his career in financial services in 2006 as Investment Advisor and Financial Security Advisor at Industrial Alliance Securities. In 2010, he joined the RBC Invest by Phone centre, successively holding the positions of Investment Representative and Customer Experience Advisor. In 2013, he served as a Financial Planner at TD Wealth with the primary mandate to develop a clientele of high net worth individuals.
Mr. Charette joined the Services d’investissement FÉRIQUE team in November 2014 as a Mutual Fund Representative and Financial Planner. With his financial expertise and knowledge, he contributes significantly to the success of our initiatives and the continuous improvement of our client service.