Profil
Mr. Dan Finegan is a Senior Principal at CI Private Counsel LP.
He is one of the founders of CI Private Wealth and predecessor companies, Assante Asset Management and Equion Securities, with a career spanning over 30 years in the wealth management industry.
Mr. Finegan works with affluent families in and around the Toronto area.
At CI Private Wealth, the emphasis is on managing clients’ overall wealth, helping clients reach their financial objectives, preserve and grow their capital, minimize their tax and ensure that their retirement, estate and succession planning are current and in order.
He has a B.Sc.
from Michigan State University and holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
Aktive Positionen von Dan Finegan
| Unternehmen | Position | Beginn |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Gründer | - |
Ausbildung von Dan Finegan
| Michigan State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Finance |