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Dan is an Investment Advisor with the Peterborough office of CIBC Wood Gundy. He joins an established team of Investment Advisors that services the needs of families and businesses in Peterborough, Bobcaygeon, Lakefield and surrounding areas. Dan was born and raised in Peterborough and has been in the financial services industry since 2003. He has a Bachelor of Arts from Queen's University with a major in Applied Economics with First Class Distinction. Prior to joining CIBC Wood Gundy, he spent several years with a major investment firm consulting with financial advisors.
First and foremost, the preservation of our client's capital is our overriding concern. It takes a lot of discipline to save money, and we manage it with the same degree of discipline and care as if it were our own. We accomplish this through a strict asset allocation approach with consideration given to both financial gains and risks. Utilizing in-depth research we scrutinize investment decisions and care intensely about the results we achieve for our clients. Once a portfolio has been formulated, ongoing reviews ensure clients' objectives and risk tolerances are always maintained.
Wealth accumulation involves a lot more than forecasting the direction of stock or bond markets. For the great majority of investors, making money requires a plan, self-discipline and time. Recognizing the importance of financial planning, we stress a long-term approach to investing and integrate the financial needs of our clients to the current investment environment.