Daniel Faust
Portfolio Manager @RBC Dominion Securities
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WORK HISTORY
Portfolio Manager @RBC Dominion Securities
Daniel has been providing comprehensive wealth management services to medical and dental practitioners since 2006. His core competency lies in advising clients on professional corporations and tailoring the optimal strategies for each individual client by working closely with their tax and legal advisors. Daniel takes a holistic wealth management approach that is unique in the industry. He sees his clients’ peace of mind as an essential part of the investment process and helps them achieve it by listening carefully to their goals prior to constructing a unique financial plan.Daniel leads a team of highly qualified professionals with 60 years of combined experience in financial services, he focuses on tax minimization and a coordinated synergy of estate, investment and financial planning considerations. Daniel also works with selected families and business owners on a referral basis.
EDUCATION
Advocis
LLQP, Life License Qualification Program
Canadian Securities Institute
CSC, Securities
Canadian Securities Institute
WME, Wealth Management Essentials
Western University
BMOS, Finance
Canadian Securities Institute
AIS, Advanced Investment Strategies
Canadian Securities Institute
CPH, Conduct and Practices Handbook
Georgia Institute of Technology
Energy 101
Canadian Securities Institute
Certificate in Advanced Investment Advice
Canadian Securities Institute
CIC, Canadian Insurance Course
WL Mackenzie
Honour Roll, Gifted Program
Canadian Securities Institute
PMT, Portfolio Management Techniques
SKILLS
ABOUT DANIEL FAUST
Daniel has been providing comprehensive wealth management services to medical and dental practitioners since 2006. He takes a holistic wealth management approach that integrates personalized strategies when it comes to professional corporations. Daniel works closely with his clients’ tax and legal advisors and hosts seminars throughout the year. He sees his clients’ peace of mind as an essential part of the financial planning process and helps them achieve it by listening carefully to their goals and educating them prior to constructing a personalized plan.Daniel leads a team of highly qualified professionals who bring extensive experience in financial services. He focuses on tax minimization with a coordinated synergy of estate, investment and financial planning considerations. Daniel also works with selected families and business owners on a referral basis.
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