Sign In

Dan Richmond

Associate - Frontwater Capital

Dan Richmond, CFA, CFP, CIM is a financial professional currently serving as an Associate at Frontwater Capital.1 He specializes in portfolio management, equity derivatives, equity and fixed income portfolio construction, equity/option research, and financial planning projections.1

Career History

  • Associate at Frontwater Capital (March 2020 - Present)1
  • Associate Advisor at The Harbour Group, RBC Dominion Securities (October 2013 - March 2020)1
  • Associate Portfolio Manager at Frontwater Capital (June 2011 - September 2013)1
  • Okanski Financial Group at CIBC Wood Gundy (August 2009 - June 2011)1
  • Consultant at Investors Group Financial Services Inc. (November 2008 - August 2009)1

Qualifications and Licenses

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Canadian Investment Manager (CIM)
  • Bachelor of Business Administration with a focus on Co-op and Finance from Wilfrid Laurier University
  • Licensed by IIROC and previously licensed by the OSC
  • Holds licenses in life, disability, and critical illness insurance1

Dan Richmond's expertise encompasses a wide range of financial services, including customized portfolio creation, client education on financial planning concepts, discretionary account trading, and individual company research.1

Highlights

Sep 16 · wsp.com
Our Offices - WSP
Daniel M. Richmond - Zarin & Steinmetz
Feb 11 · en.wikipedia.org
Danny Richmond - Wikipedia

Related Questions

What are Dan Richmond's main responsibilities at Frontwater Capital?
How long has Dan Richmond been working in the financial sector?
What specific projects has Dan Richmond worked on at The Harbour Group?
What is Dan Richmond's educational background?
How does Dan Richmond's experience at Frontwater Capital compare to his time at RBC Dominion Securities?
Dan Richmond
Dan Richmond, photo 1
Dan Richmond, photo 2
Add to my network

Location

Toronto, Ontario, Canada