David Letts

David Letts, B.Comm Finance, RDA.

Associate / Assistant to Rob Letts

David convocated from the Edwards School of Business in Saskatoon with a B.Comm in Finance in 2018, having completed his studies at the TU Summer University in Berlin. He spent little to no time before heading into the world of finance, starting at Independent Financial Services in September of 2018. He is passionate to learn and further his knowledge in the personal finance world. During his schooling, David participated in a stock investment class that successfully managed a $1.8 million-dollar portfolio, which led him to the opportunity to attend the Quinnipiac Game VIII Forum Conference in New York.

David is currently an assistant to Robert Letts, a mutual fund representative for Investia and has his RDA designation. He has plans to pursue more certifications within the industry and begin to manage his own book.

David lives an active lifestyle and is always involving himself in different volunteer programs. He believes it is important to give back and enjoys doing so.