Daniel Fernandes

Daniel Fernandes, CFP®, serves as a Certified Financial Planner at the Ontario Pension Board since August 2023, while also functioning as an Adjunct Finance Professor at York University since September 2018, where Daniel teaches fundamental elements of personal finance, including financial planning and retirement strategies. Daniel’s experience encompasses roles such as Finance Researcher focused on the impact of Robo-Advisors in financial planning, along with teaching assistant and facilitator positions in financial planning and statistics at York University. Prior to the current position, Daniel worked as a Financial Planner at the Office of the Public Guardian and Trustee, advising on financial and estate planning, and previously owned Bespoke Advice-Only Financial Planning & Consulting, delivering comprehensive financial advisory services. Daniel began a career at RBC as an Investment Specialist, excelling in investment advisory services and performance management. Daniel holds a Bachelor of Commerce degree in Finance from York University.