Daniel E. Girard
Portfolio Manager @Newport Private Wealth
Waterloo, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jun 2022 — Present
Portfolio Manager @Newport Private Wealth
View department →
Waterloo, ON, CA
EDUCATION
2000 — 2002
Financial Planners Standards Council
CFP, Certified Financial Planner
1990 — 1993
Wilfrid Laurier University
BA, Economics
2012 — 2013
Canadian Securities Institute
Chartered Investment Manager (CIM), Licensed Portfolio Manager
1991 — 1992
Canadian Securities Institute
Securities License, Investment Management
2006 — 2007
The Wharton School
CIMA, Investment Management
SKILLS
Mutual FundsFinanceStrategic PlanningAlternative InvestmentsWealthBusiness StrategyInvestment AdvisoryPensionsPersonal FinanceFinancial AdvisoryFinancial AnalysisStrategic Financial PlanningRetirementFinancial PlanningInvestment ManagementInvestment StrategiesLeadershipAsset AllocationEstate PlanningWealth ManagementAsset ManagementInvestmentsPortfolio Management
ABOUT DANIEL E. GIRARD
I\'m a partner with Newport Private Wealth. My team and I are wealth management…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.