2014 -2015 Financial Service Representative @ Assante Wealth Management
2013 -2014 M.Sc. Candidate @ University of Ottawa
2012 -2013 Research Technician @
2010 -2011 English Teacher @ APEX Corporate English
Dan Johnstone Education
University of Guelph
Bachelor of Science (Molecular Biology, Genetics)
2004-2008
Dan Johnstone Skills
Leadership
Estate Planning
Financial Advisory
Cash Management
Public Speaking
Fixed Income
Insurance
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Financial Modeling
Data Analysis
Financial Freedom
Investments
Business Development
Financial Risk
Mortgage Lending
Finance
Strategic Planning
Investment Advisory
Asset Allocation
Organizational Effectiveness
Financial Services
Wealth Management
Equities
Mutual Funds
Life Insurance
Microsoft Office
Budget Setting
Investment Strategies
Risk Management
Asset Management
Microsoft Excel
Credit
Training
Customer Service
Financial Analysis
Disability Insurance
Small Business
Project Management
Research
Security
Loans
Securities
Investment Management
Strategic Financial Planning
Debt Management
Relationship Management
Dan Johnstone Summary
Dan Johnstone, based in Toronto, ON, CA, is currently a Wealth Advisor at Investment Planning Counsel. Dan Johnstone brings experience from previous roles at Assante Financial Management Ltd., Assante Wealth Management, University of Ottawa and Ottawa Hospital Research Institute. Dan Johnstone holds a 2004 - 2008 Bachelor of Science in Molecular Biology, Genetics @ University of Guelph. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Cash Management, Public Speaking and more. Dan Johnstone has 2 emails on RocketReach.
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