Daniel is an Associate Portfolio Manager at Alitis Investment Counsel and has over eight years’ experience in the financial services industry. Based out of Alitis’ Victoria office, Daniel is responsible for managing key relationships and helping clients achieve their financial goals. Daniel is passionate about developing meaningful relationships and places a high level of importance on ensuring that the clients’ needs come first. Prior to joining Alitis, Daniel spent the last two years as an Investment Advisor at Raymond James. Preceding his time at Raymond James, Daniel spent 6 years at CIBC in various financial planning roles.
Daniel is a Chartered Investment Manager (CIM®) and is working towards obtaining the Certified Financial Planner (CFP) designation.
Originally from Toronto, Daniel lives in Victoria with his wife. He is a big sport enthusiast, spending most of his free time playing hockey and golf. Additionally, he volunteers his time with the local Rotary club and the Victoria Chamber of Commerce Prodigy Group.