Meet Our Team

David E. Hucul - BBA, CFP, FMA, EPC
Branch Manager / Certified Financial Planner

A graduate of Simon Fraser University and active in the mutual fund industry since 1994, David continues to be instrumental in applying technology to the administration and customer service aspects of the financial planning industry.

David’s financial planning accreditations include: 

▪ Bachelor of Business Administration from Simon Fraser University concentrating in Management Science and Information Systems 
▪ Canadian Investment Funds Course 
▪ Canadian Securities Course 
▪ Conduct and Practices Course 
▪ Financial Management Advisor Diploma 
▪ Life Insurance Level II 
▪ BCIT Financial Planning/Financial Services Certificate 
▪ Certified Financial Planner (CFP) 
▪ IFIC Labour Sponsored Investment Funds Course 
▪ IFIC Segregated Funds Course 
▪ Elder Planning Program


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