David Portal Cfp, Fma, Cea, Fcsi

David Portal, a seasoned financial professional with extensive experience in portfolio management and investment advisory services, currently serves as the Vice President of Systemized Solutions at Dynamic Funds. Prior to their current role, David held positions at CIBC Asset Management as a Director of Regional Sales and at CIBC Wood Gundy as a Portfolio Manager and Investment Advisor. With a background in serving a diverse range of clients, David is known for their holistic and client-focused approach to wealth management. A graduate of The City College of New York, David brings a wealth of knowledge and expertise to the financial industry.