![Dan Finegan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
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).
Cargos activos de Dan Finegan
| Empresas | Cargo | Inicio |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Fundador | - |
Formación de Dan Finegan.
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| Empresas privadas | 2 |
|---|---|
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Finance |
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