I have been a dedicated financial advisor with Edward Jones since 2000. I am a native Calgarian who is very familiar with the unique economy here as well as the transition this city has gone through.
I am passionate about the Edward Jones investment philosophy to put client's needs first and find out what is most important to them. Whether their goal is to educate their children, retire early, manage their income in retirement, estate planning or wealth preservation I partner with clients' throughout their lives to help them stay on track. I use an established 5-step process to build personalized strategies to develop a plan to achieve their objectives.
In addition to working with clients I enjoy mentoring within the company. I believe by expanding my leadership skills I enhance my ability to guide clients to their financial goals. I have taken on many roles and have helped to shape the careers of other Financial Advisors. I received the Ted Jones Spirit of Caring Award nominated by my coworkers in recognition of my contributions. I have had many invites to company summits and conferences.
I believe in giving back to the community. I have been a hockey and volleyball coach for many years. I have served as President on the Elite West Volleyball Club board from 2015-2018. I have also had many opportunities to be a guest speaker at Mount Royal College and the University of Calgary.
I am a lifelong learner who enjoys expanding my knowledge base through reading and continuing education courses. I enjoy weight training, skiing, travel and reading biographies.
My skills as a financial advisor are supported by a team of experts in our Home Office. Edward Jones is a firm that has been helping individuals fulfill their financial dreams since 1922.
- Retirement Income Strategies
- Wealth Strategies
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
- History and Museums
- Ice Skating
Phone NumberDavid J Wulder at (403) 257-6088
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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