Daniel E. Girard
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Daniel E. Girard Email & Phone Number

Portfolio Manager & Director at Newport Private Wealth at Newport Private Wealth
Location: Waterloo, Ontario, Canada 2 work roles 5 schools
1 work email found @newportprivatewealth.ca LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@newportprivatewealth.ca
LinkedIn Profile matched
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Current company
Newport Private Wealth
Role
Portfolio Manager & Director at Newport Private Wealth
Location
Waterloo, Ontario, Canada
Company size
53 employees

Who is Daniel E. Girard? Overview

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Quick answer

Daniel E. Girard is listed as Portfolio Manager & Director at Newport Private Wealth at Newport Private Wealth, a with 53 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a work email signal at newportprivatewealth.ca and a matched LinkedIn profile for Daniel E. Girard.

Daniel E. Girard previously worked as Portfolio Manager at Newport Private Wealth and Investment (Wealth Management) Advisor, Portfolio Manager, Managing Partner at Girard, Pilkey & Associates Wealth Management, Cibc Wood Gundy. Daniel E. Girard holds Ba, Economics from Wilfrid Laurier University.

Company email context

Email format at Newport Private Wealth

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{first_initial}{last}@newportprivatewealth.ca
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AeroLeads found 1 current-domain work email signal for Daniel E. Girard. Compare company email patterns before reaching out.

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Profile bio

About Daniel E. Girard

I'm a partner with Newport Private Wealth. My team and I are wealth management professionals who specialize in providing institutional-quality investment management and sophisticated wealth planning to successful individuals, families, and charitable foundations. We strive to provide the highest level of service and technical expertise available in what is often an opaque industry. Please feel free to inquire about qualifications to become a client; it would be our pleasure to have a chat. Specialties: Institutional-grade investment management, Family CFO services for entrepreneurs and owner-managers, retirement income analysis and planning, pension analysis, estate planning, tax minimization, foundation portfolio management and family business succession planning.

Listed skills include Investment Management, Wealth Management, Estate Planning, Financial Advisory, and 19 others.

Current workplace

Daniel E. Girard's current company

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Newport Private Wealth
Newport Private Wealth
Portfolio Manager & Director at Newport Private Wealth
toronto, ontario, canada
Website
newportprivatewealth.ca
Employees
53
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Company profile
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2 roles · 28 years

Daniel E. Girard work experience

A career timeline built from the work history available for this profile.

Investment (Wealth Management) Advisor, Portfolio Manager, Managing Partner

Girard, Pilkey & Associates Wealth Management, Cibc Wood Gundy

Girard, Pilkey & Associates Wealth Management is a team of wealth management professionals, headed by portfolio manager Daniel E Girard, who specialize in providing fee-based institutional-quality investment management and comprehensive financial planning to affluent families and charitable foundations. As part of CIBC Wood Gundy - Canada's leading full-service investment firm - Girard, Pilkey & Associates Wealth Management has the resources and expertise necessary to manage significant assets in the sophisticated manner required by today’s complicated landscape.

1999 - Jun 2022
Team & coworkers

Colleagues at Newport Private Wealth

Other employees you can reach at newportprivatewealth.ca. View company contacts for 53 employees →

RC Richard Colton, Cfa, Cim Richard Colton, Cfa, Cim Colleague at Newport Private WealthKingston, Ontario, Canada View → JE Justin Ecclestone Justin Ecclestone Colleague at Newport Private WealthCanada View → AM Andrea Muir Andrea Muir Colleague at Newport Private WealthMississauga, Ontario, Canada View → SH Stephen Hafner Stephen Hafner Colleague at Newport Private WealthToronto, Ontario, Canada View → AM Angelica Magsisi Angelica Magsisi Colleague at Newport Private WealthGreater Toronto Area, Canada View → EA Emad Amer Emad Amer Colleague at Newport Private WealthCanada View → KS Kyle Smith, Cfa, Mba Kyle Smith, Cfa, Mba Colleague at Newport Private WealthToronto, Ontario, Canada View → AT Andrew Thomson Andrew Thomson Colleague at Newport Private WealthToronto, Ontario, Canada View → AB Amelie Beauregard, Cim®, Mba Amelie Beauregard, Cim®, Mba Colleague at Newport Private WealthToronto, Ontario, Canada View → AS Angela Smolyar Angela Smolyar Colleague at Newport Private WealthNewmarket, Ontario, Canada View →
5 education records

Daniel E. Girard education

Chartered Investment Manager (Cim), Licensed Portfolio Manager

Canadian Securities Institute

Cfp, Certified Financial Planner

Financial Planners Standards Council

Securities License, Investment Management

Canadian Securities Institute
FAQ

Frequently asked questions about Daniel E. Girard

Quick answers generated from the profile data available on this page.

What company does Daniel E. Girard work for?

Daniel E. Girard works for Newport Private Wealth.

What is Daniel E. Girard's role at Newport Private Wealth?

Daniel E. Girard is listed as Portfolio Manager & Director at Newport Private Wealth at Newport Private Wealth.

What is Daniel E. Girard's email address?

AeroLeads has found 1 work email signal at @newportprivatewealth.ca for Daniel E. Girard at Newport Private Wealth.

Where is Daniel E. Girard based?

Daniel E. Girard is based in Waterloo, Ontario, Canada while working with Newport Private Wealth.

What companies has Daniel E. Girard worked for?

Daniel E. Girard has worked for Newport Private Wealth and Girard, Pilkey & Associates Wealth Management, Cibc Wood Gundy.

Who are Daniel E. Girard's colleagues at Newport Private Wealth?

Daniel E. Girard's colleagues at Newport Private Wealth include Richard Colton, Cfa, Cim, Justin Ecclestone, Andrea Muir, Stephen Hafner, and Angelica Magsisi.

How can I contact Daniel E. Girard?

You can use AeroLeads to view verified contact signals for Daniel E. Girard at Newport Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Daniel E. Girard attend?

Daniel E. Girard holds Ba, Economics from Wilfrid Laurier University.

What skills is Daniel E. Girard known for?

Daniel E. Girard is listed with skills including Investment Management, Wealth Management, Estate Planning, Financial Advisory, Strategic Financial Planning, Pensions, Investments, and Portfolio Management.

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