Daniel Fernandes, Cfp®
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Daniel Fernandes, Cfp® Email & Phone Number

Financial Planner I Adjunct Professor of Finance at OPB (Ontario Pension Board)
Location: Toronto, Ontario, Canada 9 work roles 1 school
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Current company
OPB (Ontario Pension Board)
Role
Financial Planner I Adjunct Professor of Finance
Location
Toronto, Ontario, Canada
Company size
148 employees

Who is Daniel Fernandes, Cfp®? Overview

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Daniel Fernandes, Cfp® is listed as Financial Planner I Adjunct Professor of Finance at OPB (Ontario Pension Board), a company with 148 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Daniel Fernandes, Cfp®.

Daniel Fernandes, Cfp® previously worked as Certified Financial Planner at Opb (Ontario Pension Board) and Adjunct Finance Professor at York University. Daniel Fernandes, Cfp® holds Bachelor Of Commerce - Bcom, Finance, General from York University.

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OPB (Ontario Pension Board)

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About Daniel Fernandes, Cfp®

As a Certified Financial Planning Professional, I have a broad range of experiences covering all aspects of Financial Planning including retirement, tax and estate planning, along with extensive investment and portfolio management expertise.

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Daniel Fernandes, Cfp®'s current company

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OPB (Ontario Pension Board)
Opb (Ontario Pension Board)
Financial Planner I Adjunct Professor of Finance
toronto, ontario, canada
Website
opb.ca
Employees
148
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9 roles

Daniel Fernandes, Cfp® work experience

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Adjunct Finance Professor

Current
York University

Toronto, Canada

♦ Privileged to teach students fundamental elements of Personal Financial Planning & Retirement and Estate Planning within FP Canada's Professional Education Program

May 2023 - Present

Finance Researcher - Fintech & Ai

York University

Toronto, Canada Area

◆ We aim to explore the impact of Robo-Advisors on the Canadian Financial Planning landscape◆ Co-published the research alongside Dr. Chris Robinson presenting at Griffith University, in Queensland, Australia

Apr 2019 - Aug 2023

Teaching Assistant - Financial Planning

York University

Toronto, Canada Area

◆ Conducts tutorials covering all aspects of Financial Planning:Time value of money, Investing, Risk management, Tax planning, Retirement planning and Insurance◆ Utilizes a wealth of experience in various Finance roles to evaluate the performance of students in the following courses: ADMS 2541, ADMS 3541, ADMS 4505, ADMS 4506 & ADMS 4508

Jan 2019 - Apr 2023

Corporate Finance Facilitator (P.A.S.S Program Leader)

York University

Toronto, Canada Area

◆ Facilitated two-hour, weekly group study sessions to supplement third year Finance students’ lectures◆ Subject matter expert in Time value of money, Valuation of Financial Securities, Capital Budgeting, Determination of discount rates and Working Capital Management

Sep 2019 - Dec 2019

Financial Planner At The Office Of The Public Guardian And Trustee

Ontario Ministry Of The Attorney General

Toronto, Ontario, Canada

◆ Plan, led and provided financial planning services for clients with complex or high-value financial assets◆ Provided advice and analysis on the financial, estate and tax planning to OPGT lawyers, estate officers, senior client representatives and the Accountant of the Superior Court of Justice

Sep 2021 - Aug 2023

Principal Owner, Senior Financial Planner

Bespoke Advice-Only Financial Planning & Consulting

Toronto, Ontario, Canada

◆ Fee Only Financial Planning and Advisory firm offering holistic, unbiased advice to Canadians◆ Advisory services included:Portfolio management, retirement planning, financial independence analysis, education funding, tax planning, stock options, managing DC pensions, risk management, estate planning, trust planning, charitable giving and bequests.

Aug 2016 - Jul 2021

Statistics Facilitator (P.A.S.S Program Leader)

York University

Toronto, Canada Area

◆ Facilitated two-hour, weekly group study sessions to supplement second year Statistics students’ lectures◆ Subject matter expert in Quantitative techniques including Probability, Statistical Inference, Estimation and Regression, as well as non-parametric approaches.

Sep 2018 - Apr 2019

Investment Specialist

Rbc

◆ Leader within Investment Advisory Services, Mutual Sales Leadership, Sales Strategy, and Performance Management within Canadian Retail Banking

Nov 2007 - Jul 2016
Team & coworkers

Colleagues at OPB (Ontario Pension Board)

Other employees you can reach at opb.ca. View company contacts for 148 employees →

OP Olya Pope Olya Pope Colleague at Opb (Ontario Pension Board) Brampton, Ontario, Canada, Canada View → EC Edward Cruz Melara Edward Cruz Melara Colleague at Opb (Ontario Pension Board) Haldimand County, Ontario, Canada, Canada View → KW Kate Wells Kate Wells Colleague at Opb (Ontario Pension Board) Toronto, Ontario, Canada, Canada View → JA Jonathan Arulappa Jonathan Arulappa Colleague at Opb (Ontario Pension Board) Canada, Canada View → DN Darlene Nguyen Darlene Nguyen Colleague at Opb (Ontario Pension Board) Toronto, Ontario, Canada, Canada View → SS Sara Softic, Rrc® Sara Softic, Rrc® Colleague at Opb (Ontario Pension Board) Greater Toronto Area, Canada, Canada View → JG John Garcia John Garcia Colleague at Opb (Ontario Pension Board) Greater Toronto Area, Canada, Canada View → AH Andrew H. Andrew H. Colleague at Opb (Ontario Pension Board) Greater Toronto Area, Canada, Canada View → AA Ana Ana Ana Ana Colleague at Opb (Ontario Pension Board) Toronto, Ontario, Canada, Canada View → AS Angela So, Cim, Cfp Angela So, Cim, Cfp Colleague at Opb (Ontario Pension Board) Canada, Canada View →
1 education record

Daniel Fernandes, Cfp® education

FAQ

Frequently asked questions about Daniel Fernandes, Cfp®

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

What company does Daniel Fernandes, Cfp® work for?

Daniel Fernandes, Cfp® works for OPB (Ontario Pension Board).

What is Daniel Fernandes, Cfp®'s role at OPB (Ontario Pension Board)?

Daniel Fernandes, Cfp® is listed as Financial Planner I Adjunct Professor of Finance at OPB (Ontario Pension Board).

Where is Daniel Fernandes, Cfp® based?

Daniel Fernandes, Cfp® is based in Toronto, Ontario, Canada while working with OPB (Ontario Pension Board).

What companies has Daniel Fernandes, Cfp® worked for?

Daniel Fernandes, Cfp® has worked for Opb (Ontario Pension Board), York University, Ontario Ministry Of The Attorney General, Bespoke Advice-Only Financial Planning & Consulting, and Rbc.

Who are Daniel Fernandes, Cfp®'s colleagues at OPB (Ontario Pension Board)?

Daniel Fernandes, Cfp®'s colleagues at OPB (Ontario Pension Board) include Olya Pope, Edward Cruz Melara, Kate Wells, Jonathan Arulappa, and Darlene Nguyen.

How can I contact Daniel Fernandes, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Fernandes, Cfp® at OPB (Ontario Pension Board), including work email, phone, and LinkedIn data when available.

What schools did Daniel Fernandes, Cfp® attend?

Daniel Fernandes, Cfp® holds Bachelor Of Commerce - Bcom, Finance, General from York University.

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