David Letts, B.Comm Finance, RDA
Associate / Assistant to Rob Letts
Independent Financial Services
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 works jointly with Robert Letts. He is licensed as both a Mutual Fund Representative and an Insurance Agent and has his RDA designation. Additional industry certifications are planned as well as the expansion of his practice to include the management of his own book of business.