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Fabio Danisi is listed as Associate Investment Advisor at Danisi Financial Group | Specializing in Wealth Management & Investment Advisory at CIBC Wood Gundy, a company with 2017 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at roynat.com and a matched LinkedIn profile for Fabio Danisi.
Fabio Danisi previously worked as Associate Investment Advisor - Danisi Financial Group at Cibc Wood Gundy and Co-President of the Young Professionals in M&A (YPMA) at M&A Club Canada. Fabio Danisi holds Bachelor Of Commerce (B.Com.), Finance, General from Concordia University.
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As an Associate Investment Advisor at Danisi Financial Group, I blend almost a decade of financial industry experience with a deep interest in behavioral finance and financial coaching. My expertise extends from specialized lending and merchant banking to developing wealth management strategies that not only unlock wealth and tax-efficient investment returns but also align with our clients' psychological relationship with money and their goals. As I prepare to lead our practice into its next chapter, my focus is on optimizing operations, enhancing client experiences, and ensuring our strategies align with our clients' evolving needs. En tant que Conseiller en placement associé chez Groupe Financier Danisi, je combine près d’une décennie d'expérience dans l'industrie financière avec un intérêt profond pour la finance comportementale et le coaching financier. Mon expertise s'étend du financement commercial spécialisé et de la banque d'affaires au développement de stratégies de gestion de patrimoine qui débloquent non seulement la richesse et les rendements d'investissement fiscalement optimisés, mais s'alignent également sur la relation psychologique de nos clients avec l'argent et leurs objectifs. Alors que je me prépare à mener notre pratique vers son prochain chapitre, mon objectif est d'optimiser les opérations, d'améliorer les expériences des clients et de garantir que nos stratégies correspondent aux besoins évolutifs de nos clients.
Listed skills include Microsoft Office, Customer Service, Microsoft Word, Sales, and 24 others.
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Montreal, Quebec, Canada
Montreal, Quebec, Canada
Montreal
Montreal, Canada Area
Montreal, Canada Area
Montreal, Canada Area
Montreal Head Office, Place Ville-Marie
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
Fred Kyriazis
Colleague at Cibc Wood Gundy
Ottawa, Ontario, Canada, Canada
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DE
David Emami, Mba
Colleague at Cibc Wood Gundy
Ottawa, Ontario, Canada, Canada
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MC
Méloïse Charette Bureau
Colleague at Cibc Wood Gundy
Coaticook, Quebec, Canada, Canada
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MH
Mark Harrichand
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
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DA
David A. Ritchie, Cim
Colleague at Cibc Wood Gundy
Toronto, Ontario, Canada, Canada
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DS
Daryn Stafford
Colleague at Cibc Wood Gundy
Canada, Canada
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AS
Adam Scot
Colleague at Cibc Wood Gundy
Woodstock, Ontario, Canada, Canada
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JH
Jiayue Huang
Colleague at Cibc Wood Gundy
Edmonton, Alberta, Canada, Canada
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ML
Marc Leblanc Mba, Cim, Fcsi
Colleague at Cibc Wood Gundy
Kingston, Ontario, Canada, Canada
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AW
Alisha Watts
Colleague at Cibc Wood Gundy
Greater Toronto Area, Canada, Canada
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Quick answers generated from the profile data available on this page.
Fabio Danisi works for CIBC Wood Gundy.
Fabio Danisi is listed as Associate Investment Advisor at Danisi Financial Group | Specializing in Wealth Management & Investment Advisory at CIBC Wood Gundy.
AeroLeads has found 2 work email signals at @roynat.com for Fabio Danisi at CIBC Wood Gundy.
Fabio Danisi is based in Montreal, Quebec, Canada while working with CIBC Wood Gundy.
Fabio Danisi has worked for Cibc Wood Gundy, M&A Club Canada, Roynat Capital, and Rbc.
Fabio Danisi's colleagues at CIBC Wood Gundy include Fred Kyriazis, David Emami, Mba, Méloïse Charette Bureau, Mark Harrichand, and David A. Ritchie, Cim.
You can use AeroLeads to view verified contact signals for Fabio Danisi at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.
Fabio Danisi holds Bachelor Of Commerce (B.Com.), Finance, General from Concordia University.
Fabio Danisi is listed with skills including Microsoft Office, Customer Service, Microsoft Word, Sales, Microsoft Excel, Team Leadership, Teamwork, and Communication.
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