Dan Fiala

In his role as Client Services Manager, Dan has an award-winning reputation for delivering on clients’ specific needs. With more than 10 years of experience in the financial and investment services industry, Dan quickly identifies, communicates and resolves issues with clients, manages timelines, and executes account transactions. Dan holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute (CSI). Dan received a bachelor’s degree in business administration from the Williams School of Business at Bishop’s University in Lennoxville, Quebec. He speaks French conversationally. He lives in downtown Toronto with his long-term partner. They enjoy travelling, trying new restaurants, personal fitness, reading, spending time with family and friends, and taking care of pets.