Daniel Brodlieb is an accomplished portfolio manager. He graduated from Queen’s University in 2008 and began his life in finance and investing at another financial services firm before moving to Raymond James in 2017. He is a licensed insurance advisor and Certified Investment Manager (CIM) and has studied advanced investment and portfolio management strategies. He believes in a holistic approach to wealth management where the client’s goals and risk tolerances are at the core of any decision.
Daniel is actively involved in numerous charities in Toronto with a focus on pediatric cancer and mental health. He currently sits on the board of the LivWise fund which is focused on bringing hope to children and families suffering from brain and other cancers.
Daniel and his wife Jenna have been married since 2014. They have three children and live in midtown Toronto.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.