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Danny joined TD in 2005 with TD Canada Trust and has also worked at TD Asset Management's Institutional office in Montreal. He joined TD Wealth Private Investment Counsel in 2009 as an Associate Portfolio Manager, where he has been responsible for the construction, monitoring, rebalancing and performance reporting of custom-tailored investment portfolios for high net-worth individuals, trusts, estates, foundations and holding companies.
As a member of TD Wealth Private Investment Counsel, Danny works with a group of TD Specialists to create a comprehensive wealth plan helping his clients protect, grow and successfully transition their wealth.
Danny has earned an MBA in Investment Management from the Goodman Institute, John Molson School of Business, Concordia University. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the Montreal CFA® society.
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.