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 @
- 1999 -2022 Investment (Wealth Management) Advisor, Portfolio Manager, Managing Partner @
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
Daniel Girard Skills
- Investment Management
- Wealth Management
- Estate Planning
- Financial Advisory
- Strategic Financial Planning
- Pensions
- Investments
- Portfolio Management
- Mutual Funds
- Retirement
- Strategic Planning
- Financial Planning
- Investment Strategies
- Financial Analysis
- Personal Finance
- Investment Advisory
- Business Strategy
- Asset Management
- Leadership
- Finance
- Wealth
- Alternative Investments
- Asset Allocation
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 on RocketReach.
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