Daniel Cheng
Senior Portfolio Manager & Wealth Advisor @RBC Dominion Securities
Signup · Get unlimited contacts
WORK HISTORY
Senior Portfolio Manager & Wealth Advisor @RBC Dominion Securities
In the investment industry for 20 years, Daniel is focused on client counsel and discretionary portfolio management in partnership with Canada’s leading wealth management firm, RBC Wealth Management Dominion Securities. Daniel facilitates and manages portfolios for individuals and institutional clients—including not-for-profits, foundations and endowments. He works with investors seeking a customized, well-diversified investment strategy that focuses on protecting capital and achieving long-term growth, without exposure to unnecessary risk. He believes that a comprehensive wealth management plan is the key to ensuring a secure financial future and peace of mind for clients.
EDUCATION
University of Calgary
B.Comm
SKILLS
ABOUT DANIEL CHENG
Senior Portfolio Manager & Wealth Advisor at Becker and Cheng Wealth Group at RBC Dominion Securities| Your journey to financial empowerment begins with the support of a trusted team
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.