Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
David Roy is the Vice President of Sales East at Invico Capital Corporation and has over 15 years of experience in the financial services industry. As Vice President of Sales East, he provides sales coverage to the Eastern provinces of Canada on behalf of Invico Diversified Income Fund.
Before joining Invico, Roy spent nine years at Franklin Templeton Investments as a regional sales manager, and most recently worked as a vice president of sales at NEI Investments, where he specialized in ESG-focused investing. He graduated from the University of Ottawa with a Bachelor of Arts in History and Literature.
Roy enjoys reading about Mexican history in his spare time and is fluent in French and Spanish, although he continues to struggle with Turkish, his wife’s first language. As a long-time resident of Toronto, he is a big fan of the Raptors and is known for throwing some of the best dinner parties in the city’s East End.
209 8th Avenue SW, Suite 600, Calgary, AB T2P 1B8
(416) 200 3782
droy@invicocapital.com
ca.linkedin.com/in/pdavidroy
invicocapital.com
David Roy
Vice President, Sales East
Invico Capital Corporation
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2006–2009
2011–2012
2012–2016
2019–2022
2022–present
October 2006–June 2009: Regional Sales Manager at Franklin Templeton
2006–
2009
May 2011–November 2012: Business Development Manager at NEI Investments
2011–
2012
December 2012–October 2016: Vice President of Sales at NEI Investments
2012–
2016
November 2019–February 2022: Director of Sales East at Invico Capital Corporation
2019–
2022
March 2022–present: Vice President of Sales East at Invico Capital Corporation
2022: Top salesperson on team, achieving a year-over-year capital raise growth of 50% within the Eastern Canada territory
2023: Wealth Professional, Top 50 Wholesaler
2022–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones