Daniel Roy Email

Private Wealth Manager and Portfolio Manager @ Cardinal Point Capital Management, ULC

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Daniel Roy Location

Calgary, AB, CA

Daniel Roy Work

2025 - now Private Wealth Manager and Portfolio Manager @ Cardinal Point Capital Management, ULC
2024 - 2025 Equity Trader @ Self-employed
2021 - 2023 Associate Wealth Counsellor @ Kinsted Wealth
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2017 - 2021 Associate @ TD Wealth Private Investment Counsel
2014 - 2017 Banking Advisor @ RBC
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2010 - 2014 Business Specialist @ Apple

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Daniel Roy Education

Mount Royal University
Bachelor of Business Administration (B.B.A.) (Marketing / Finance / Economics)
2009 - 2014

Daniel Roy Summary

Daniel Roy, based in Calgary, AB, CA, is currently a Private Wealth Manager and Portfolio Manager at Cardinal Point Wealth Management, ULC. Daniel Roy brings experience from previous roles at Self-employed, Kinsted Wealth, TD Wealth Private Investment Counsel and RBC. Daniel Roy holds a 2009 - 2014 Bachelor of Business Administration (B.B.A.) in Marketing / Finance / Economics @ Mount Royal University. Daniel Roy has 1 emails on RocketReach.

Daniel Roy Emails

Found 1 emails

@cardinalpointwealth.com

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Top Cardinal Point Capital Management, ULC Employees

Jeff Sheldon

Chief Executive Officer at Cardinal Point Capital Management, ULC

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Robert Bard

President, Wealth Management, Montreal Operations at Cardinal Point Capital Management, ULC

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Matt Carvalho

Chief Investment Officer at Cardinal Point Capital Management, ULC

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Eric Gibouleau

Portfolio Manager and Senior Director of Active Strategies at Cardinal Point Capital Management, ULC

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Gordon Hansford

Director of Sports and Entertainment Wealth Management at Cardinal Point Capital Management, ULC

London, ON, CA
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Kris Rossignoli

Partner, Cross-Border Tax and Financial Planner at Cardinal Point Capital Management, ULC

New York, NY, US
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Chris Rawles

Portfolio Manager at Cardinal Point Capital Management, ULC

Calgary, AB, CA
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Jeffrey Adema

President, Wealth Management, Cross-Border at Cardinal Point Capital Management, ULC

Mesa, AZ, US
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Karen Sim

Tax Manager at Cardinal Point Capital Management, ULC

United States
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Daniel Roy

Private Wealth Manager and Portfolio Manager at Cardinal Point Capital Management, ULC

Calgary, AB, CA
1
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Sarah del Zotto

Client Accounting Director at Cardinal Point Capital Management, ULC

Toronto, ON, CA
1
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David Miller

Private Wealth and Portfolio Manager at Cardinal Point Capital Management, ULC

Calgary, AB, CA
1
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