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 @
- 2024 -2025 Equity Trader @ Self-employed
- 2021 -2023 Associate Wealth Counsellor @
- 2017 -2021 Associate @ TD Wealth Private Investment Counsel
- 2014 -2017 Banking Advisor @
- 2010 -2014 Business Specialist @
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.
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