Dan Richmond

Dan Richmond, CFA, CFP, CIM, is a seasoned professional with a diverse background in the financial sector. His specialties include portfolio management, equity derivatives, portfolio construction, equity and fixed income, equity and option research, and financial planning projections. Dan is licensed by IIROC and has previously been licensed by the OSC. He also holds licenses in life, disability, and critical illness insurance.

Dan's educational background includes studying Chartered Financial Analyst (CFA) at the CFA Institute, Financial Planning (CFP) at Certified Financial Planner, Investment Management (CIM) at Canadian Investment Manager, and a Bachelor of Business Administration with a focus on Co-op and Finance from Wilfrid Laurier University.

Dan Richmond has held key roles in reputable organizations. Currently, he serves as an Associate at Frontwater Capital. Previously, he was an Associate Advisor at The Harbour Group at RBC Dominion Securities, an Associate Portfolio Manager at Frontwater Capital, part of the Okanski Financial Group at CIBC Wood Gundy, and a Consultant at Investors Group Financial Services Inc.