Daniel Tsai, Cim®
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Daniel Tsai, Cim® Email & Phone Number

IIROC Licensed Registered Investment Representative | LLQP, WME, AIS, PMT at Infinite Investment Systems Ltd.
Location: Oakville, Ontario, Canada 6 work roles 3 schools
1 work email found @richardsonwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email d****@richardsonwealth.com
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Current company
Infinite Investment Systems Ltd.
Role
IIROC Licensed Registered Investment Representative | LLQP, WME, AIS, PMT
Location
Oakville, Ontario, Canada
Company size
18 employees

Who is Daniel Tsai, Cim®? Overview

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Quick answer

Daniel Tsai, Cim® is listed as IIROC Licensed Registered Investment Representative | LLQP, WME, AIS, PMT at Infinite Investment Systems Ltd., a company with 18 employees, based in Oakville, Ontario, Canada. AeroLeads shows a work email signal at richardsonwealth.com and a matched LinkedIn profile for Daniel Tsai, Cim®.

Daniel Tsai, Cim® previously worked as Systems Support Associate at Infinite Investment Systems Ltd. and Senior Business Analyst at Grayhawk Wealth. Daniel Tsai, Cim® holds Bootcamp Certificate, Data Analytics * Computer Science, A+ from University Of Toronto.

Company email context

Email format at Infinite Investment Systems Ltd.

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*@richardsonwealth.com
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AeroLeads found 1 current-domain work email signal for Daniel Tsai, Cim®. Compare company email patterns before reaching out.

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Profile bio

About Daniel Tsai, Cim®

Wealth Professional with a background in Wealth Management, Data Analytics and Computer Science. Self-motivated, strong technical abilities, and excellent problem-solving skills with ability to work with minimal supervision.Strengths include analytical abilities, capacity to work in a fast-paced environment, and strong initiative skills, while working in a performance-oriented team.Recently completed the PMT for the Chartered Investment Manager (CIM) programOn my free time I like to look for ways to improve skillsets that build around my interests/career. Recently completed the provincial exam for the Life Insurance Certification (LLQP) and finished the requirements for the CIM designation to bring a holistic approach to Wealth Management

Listed skills include Pandas, Scikit Learn, Social Media, R, and 44 others.

Current workplace

Daniel Tsai, Cim®'s current company

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Infinite Investment Systems Ltd.
Infinite Investment Systems Ltd.
IIROC Licensed Registered Investment Representative | LLQP, WME, AIS, PMT
toronto, ontario, canada
Website
inf-systems.com
Employees
18
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Company profile
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6 roles

Daniel Tsai, Cim® work experience

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

Senior Business Analyst

Grayhawk Wealth

Toronto, Ontario, Canada

  • Worked on systems conversion to Harmony Portfolio Management Software, replacing outdated manual processes with streamlined digital solutions
  • Lead the mapping and implementation of data and processes across multiple departments, enhancing monthly/quarterly/annual reporting, CRM, and internal operations data integrity checking procedures
  • Ensured the accuracy of the security master database, ensuring reliable security data for trading, client reporting, and compliance
  • Maintained precise portfolio valuation and performance calculation by ensuring transaction integrity
  • Conducted daily custodian reconciliation across three custodians, ensuring financial accuracy
Apr 2023 - Jul 2024

Associate

Richardson Wealth

Toronto, Ontario, Canada

  • Developed and maintained a CRM database for over 150 households
  • Executed administrative duties for the advisor, ensuring documentation and up-to-date records
  • Supported retirement planning by applying in-depth knowledge of tax minimization strategies and savings plans in Canada
  • Created macro-enabled spreadsheets to enhance reporting and improve team efficiency
Jun 2022 - Apr 2023

Data Analytics & Visualizations Bootcamp - Assistant Instructor

University Of Toronto

Toronto, Ontario, Canada

  • Instructed topics included Python, SQL(ETL) and Data Visualization Tools
  • Hosted office hours to reinforce lessons and review material for 70+ students
  • Assisted students during class activities with computer problems and troubleshooting
  • Graded and provided accurate feedbacks on course assessmentsMore about the topics that the program covers can be found here: https://bootcamp.learn.utoronto.ca/data/
Dec 2020 - Aug 2021

Night Auditor

Hampton Inn By Hilton

Guelph

  • Updated an online OnQ system with guest information and special requests
  • Audit and balance reports from day shifts.
  • Update and maintain the accuracy of daily sales and operations numbers into Excel worksheets for hotel managers.
  • Greet guests upon arrival, check in and provide any additional information to ensure the quality of guests' stay.
Oct 2019 - Jan 2020
Team & coworkers

Colleagues at Infinite Investment Systems Ltd.

Other employees you can reach at inf-systems.com. View company contacts for 18 employees →

YL Yuliia Levadna Yuliia Levadna Colleague at Infinite Investment Systems Ltd. Toronto, Ontario, Canada, Canada View → CZ Chris Zegers Chris Zegers Colleague at Infinite Investment Systems Ltd. Canada, Canada View → JW Julia Wannamaker Julia Wannamaker Colleague at Infinite Investment Systems Ltd. Canada, Canada View → AH Andrew Hobbs Andrew Hobbs Colleague at Infinite Investment Systems Ltd. Canada, Canada View → JM Jojo Mercado Jojo Mercado Colleague at Infinite Investment Systems Ltd. Manila, National Capital Region, Philippines, Philippines View → LN Lisa Ni Lisa Ni Colleague at Infinite Investment Systems Ltd. Toronto, Ontario, Canada, Canada View → TM Tomasz Michalik Tomasz Michalik Colleague at Infinite Investment Systems Ltd. Etobicoke, Ontario, Canada, Canada View → FT Fereidoon Tavassoli Fereidoon Tavassoli Colleague at Infinite Investment Systems Ltd. Calgary, Alberta, Canada, Canada View → RA Rojin Azari Rojin Azari Colleague at Infinite Investment Systems Ltd. Greater Toronto Area, Canada, Canada View → GB Gwenith B. Gwenith B. Colleague at Infinite Investment Systems Ltd. Toronto, Ontario, Canada, Canada View →
3 education records

Daniel Tsai, Cim® education

Bootcamp Certificate, Data Analytics * Computer Science, A+

University Of Toronto

Computer Languages: - Python 3 - SQL - HTML - CSS - JavaScript

Y Combinator Startup School, Entrepreneurship/Entrepreneurial Studies

Y Combinator
FAQ

Frequently asked questions about Daniel Tsai, Cim®

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

What company does Daniel Tsai, Cim® work for?

Daniel Tsai, Cim® works for Infinite Investment Systems Ltd..

What is Daniel Tsai, Cim®'s role at Infinite Investment Systems Ltd.?

Daniel Tsai, Cim® is listed as IIROC Licensed Registered Investment Representative | LLQP, WME, AIS, PMT at Infinite Investment Systems Ltd..

What is Daniel Tsai, Cim®'s email address?

AeroLeads has found 1 work email signal at @richardsonwealth.com for Daniel Tsai, Cim® at Infinite Investment Systems Ltd..

Where is Daniel Tsai, Cim® based?

Daniel Tsai, Cim® is based in Oakville, Ontario, Canada while working with Infinite Investment Systems Ltd..

What companies has Daniel Tsai, Cim® worked for?

Daniel Tsai, Cim® has worked for Infinite Investment Systems Ltd., Grayhawk Wealth, Richardson Wealth, University Of Toronto, and Hampton Inn By Hilton.

Who are Daniel Tsai, Cim®'s colleagues at Infinite Investment Systems Ltd.?

Daniel Tsai, Cim®'s colleagues at Infinite Investment Systems Ltd. include Yuliia Levadna, Chris Zegers, Julia Wannamaker, Andrew Hobbs, and Jojo Mercado.

How can I contact Daniel Tsai, Cim®?

You can use AeroLeads to view verified contact signals for Daniel Tsai, Cim® at Infinite Investment Systems Ltd., including work email, phone, and LinkedIn data when available.

What schools did Daniel Tsai, Cim® attend?

Daniel Tsai, Cim® holds Bootcamp Certificate, Data Analytics * Computer Science, A+ from University Of Toronto.

What skills is Daniel Tsai, Cim® known for?

Daniel Tsai, Cim® is listed with skills including Pandas, Scikit Learn, Social Media, R, D3.Js, Mongodb, Sales, and Microsoft Powerpoint.

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