Dario Borelli, Cfa Email & Phone Number

Dario Borelli brings over a decade of wealth management experience in the financial industry to his role as Portfolio Manager and Investment Advisor. He prides himself in building business relationships for the long-term and works exclusively for UHNW and high-net worth individuals and families, private corporations, trusts, estates and foundations throughout Canada, the United States and Europe.Dario’s unique perspective blends both domestic and international strategies to provide clear and concise financial advice to even the most discerning investors. Dario offers discretionary portfolio management and investment advisory services as a means to protect and enhance his clients’ assets. He also extends a broad range of related services including private banking as well as trust and estate planning through RBC’s global network of financial specialists.Dario holds the internationally renowned Chartered Financial Analyst (CFA) designation. He is a member of the Institute of Chartered Financial Analysts, and holds securities registrations in both the U.S. and Canada.

Listed skills include Portfolio Management, Mutual Funds, Investments, Wealth Management, and 12 others.