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David Michael Canal

Contravisory Investment Management, Inc.

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About David Michael Canal

David Canal is a registered investment advisor representative with Contravisory Investment Management, Inc. David has been with Contravisory Investment Management, Inc. since March 2000. Prior to that, David was employed by American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, Minnesota. David is registered with the state of Massachusetts as an Investment Advisor Representative and has passed the Series 63, Series 65 and Series 7 exams. David specializes in providing financial planning, portfolio management services to individuals, businesses and pooled investment vehicles.

Firm Information

David Canal is currently registered with Contravisory Investment Management, Inc.. Contravisory Investment Management, Inc. is an investment firm headquartered in Norwell, MA. They specialize in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and security ratings. They manage approximately $551 million in assets for a variety of clients, including high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles.
Contravisory Investment Management, Inc.

120 LONGWATER DRIVE

NORWELL, MA 02061

$551.03M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Canal’s Registration & Firm History

MA

11/23/2007 - Present

Contravisory Investment Management, Inc. (NORWELL MA)

MN

07/24/1998 - 10/07/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/24/1998 - 10/07/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Canal.
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