Daniel Schafer

Managing Director, National Lead, MD Private Investment Council & MD Signature Private Wealth Management at MD Financial Management

Daniel Schafer leads a team of regional leaders and Portfolio Managers who are responsible for acquiring and serving MD Private Investment Counsel (MDPIC) and MD Signature Private Wealth Management* (MD Signature) clients. Daniel and his team take a tailored approach to delivering discretionary investment management services to ensure they continue to meet the ever-changing needs of MDPIC and MD Signature clients and the marketplace.

Daniel has more than 30 years of experience in the financial services industry. He began his career at MD in 1999 as a Senior Financial Consultant, and has taken on progressively more senior leadership roles as his career has advanced. Daniel understands how important it is for leaders to remain connected to clients, and continues to advise a selected number himself. Daniel holds the Certified Financial Planner (CFP®) and Chartered Investment Manager designations and is a Fellow of the Canadian Securities Institute.

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  • Managing Director, National Lead, MD Private Investment Council & MD Signature Private Wealth Management

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