CoverProfile

Daniel Girard

Portfolio Manager & Director

Newport Private Wealth

Canada, Ontario, Waterloo

About Me

Daniel Girard has been providing comprehensive wealth management services to successful families, individuals and charitable foundations since the late 1990s. Prior to joining Newport, Dan built and managed a large, successful practice with one of Canada’s big five banks for over 20 years. A Brantford native, Dan graduated from Wilfrid Laurier University with an Honours Economics degree. He holds the Chartered Investment Manager (CIM®) designation, the coveted Certified Financial Planner (CFP®) designation and is a Certified Investment Management Analyst (CIMA®)—a designation he received from the Investment Management Consulting Association, in affiliation with The Wharton Business School

View more

Profile Information

Portfolio Manager & Director

Newport Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Waterloo

Ontario

Canada

May 10, 2025

More profiles to browse

Profile Photo
Peter Churchill-Smith
Managing Director
Profile Photo
Michael Southern
Portfolio Manager
Profile Photo
Stephen Hafner
Managing Director & Portfolio Manager
Profile Photo
Mike Vanderburgh
Managing Director & Portfolio Manager

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale