David Charles Davies
Profile
Mr. David C.
Davies is Vice President at McLean Budden Ltd.
Mr. Davies joined Mclean Budden in August 2003 from RBC Private Counsel where he spent seven years providing investment counseling to individuals and foundations.
He also spent two years at Royal Trust providing investment management to individuals and foundations and seven years at Financial Group as Retail Mutual Fund Sales Representative.
Mr. Davies earned his BA degree from the University of Western Ontario.
He is also a Chartered Financial Analyst (CFA).
Former positions of David Charles Davies
Companies | Position | End |
---|---|---|
RBC Private Counsel, Inc. | Corporate Officer/Principal | - |
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Portfolio Manager-Equities | 2011-08-16 |
Training of David Charles Davies
University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Finance |
RBC Private Counsel, Inc. |
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