Daniel Girard Email & Phone Number

Portfolio Manager @ Newport Private Wealth

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Daniel Girard Location

Waterloo, ON, CA

Daniel Girard Work

2022 - now Portfolio Manager @ Newport Private Wealth
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1999 - 2022 Investment (Wealth Management) Advisor, Portfolio Manager, Managing Partner @ CIBC Wood Gundy

Daniel Girard Education

Canadian Securities Institute
Chartered Investment Manager (CIM) (Licensed Portfolio Manager)
2012 - 2013
University of Pennsylvania - The Wharton School
CIMA (Investment Management)
2006 - 2007
Financial Planners Standards Council
CFP (Certified Financial Planner)
2000 - 2002

Wilfrid Laurier University
BA (Economics)
1990 - 1993
Canadian Securities Institute
Securities License (Investment Management)
1991 - 1992

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Daniel Girard Skills

Investment Management
Wealth Management
Estate Planning

Financial Advisory
Strategic Financial Planning
Pensions
Investments
Portfolio Management
Mutual Funds
Retirement

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Daniel Girard Summary

Daniel Girard, based in Waterloo, ON, CA, is currently a Portfolio Manager at Newport Private Wealth. Daniel Girard brings experience from previous roles at Girard, Pilkey & Associates Wealth Management, CIBC Wood Gundy. Daniel Girard holds a 2012 - 2013 Chartered Investment Manager (CIM) in Licensed Portfolio Manager @ Canadian Securities Institute. With a robust skill set that includes Investment Management, Wealth Management, Estate Planning, Financial Advisory, Strategic Financial Planning and more. Daniel Girard has 1 emails and 1 mobile phone numbers on RocketReach.

Daniel Girard Emails

Found 1 emails

@newportprivatewealth.ca

Daniel Girard Phone Numbers

Found 2 phone numbers

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