Daniel Girard

Daniel E. Girard is an experienced Portfolio Manager who has been with Newport Private Wealth since June 2022. Prior to joining Newport Private Wealth, Daniel worked at Girard, Pilkey & Associates Wealth Management within CIBC Wood Gundy for over two decades, where Daniel E. held various positions including Investment Advisor, Portfolio Manager, and Managing Partner. Daniel specializes in fee-based institutional-quality investment management and comprehensive financial planning for affluent families and charitable foundations. With a diverse educational background including a BA in Economics from Wilfrid Laurier University and certifications such as CIM, CIMA, CFP, and Securities License, Daniel is well-equipped to navigate the complex landscape of investment management.