Daniel Simon

Investment Advisor @Leede Financial Inc

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Nov 2023 — Present

Investment Advisor @Leede Financial Inc

View department →

Toronto, ON, CA

Leede Financial Inc. advisors may only transact business in provinces where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in provinces where the advisor is not registered. The comments and opinions expressed herein reflect personal views and should not be considered representative of the beliefs or opinions of Leede Financial Inc. Leede Financial Inc. is a Canadian based independent, full-service investment firm and a member of the Canadian Investment Regulatory Organization (CIRO), and a member of the Canadian Investor Protection Fund (CIPF).

EDUCATION

N/A

Ryerson University

B.Comm, Economics and Management Science

SKILLS

BudgetsFinanceDue DiligenceChange ManagementNegotiationPlanningStrategic Financial PlanningTeam BuildingManagementDerivativesFinancial AnalysisVenture CapitalSecuritiesPublic SpeakingTrainingAsset ManagmentAnalysisMergers & AcquisitionsEntrepreneurshipBudgetingAsset ManagementInvestmentsBusiness StrategyFinancial ModelingProject PlanningCorporate FinanceLeadershipCapital MarketsBusiness PlanningStrategyPortfolio ManagementMergersContract NegotiationStart-UpsEconomicsAccountingCustomer RelationsValuationBankingMutual Funds

ABOUT DANIEL SIMON

Investment Advisor

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Daniel Simon — Investment Advisor at Leede Financial Inc in Toronto, ON, CA | Unifers