Daniel Meister Email and Phone Number
Daniel Meister work email
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Daniel Meister personal email
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to Jarislowsky Fraser's discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. With over twenty years of experience in the financial industry, I have worked with some of the world’s top financial institutions and asset managers, developing and managing successful wealth strategies for some of Canada’s wealthiest families, as well as Canadian endowments and foundations. Prior to joining Jarislowsky Fraser, I was a director at a global European bank in Toronto, where I built expertise in Portfolio Management using all asset classes, along with an understanding of tax implications and estate planning. I studied Management Economics at the University of Guelph and hold Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.
Jarislowsky, Fraser Limited
View- Website:
- jflglobal.com
- Employees:
- 222
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Jarislowsky, Fraser LimitedToronto, On, Ca
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Portfolio ManagerJarislowsky, Fraser Limited May 2018 - PresentMontreal, Quebec, CaJarislowsky, Fraser Limited is one of Canada’s largest independent managers. The company was founded in 1955 as an investment research firm. For more than 60 years since its founding, the firm has held a leading position in the field of investment management.JFL’s history and culture are rooted in investment stewardship, which we regard as our responsibility to act in the best interest of our clients. This stewardship is expressed through an adherence to high quality investing, fundamental research, a long-term investment horizon, and the advancement of good governance and sustainable investing.
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Vice President & Portfolio ManagerConnor, Clark & Lunn Private Capital Sep 2016 - May 2018Toronto, Ontario, CaBy introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $72 billion in assets. -
Vice President, Private Wealth Investment CounselorFiera Capital Corporation Sep 2012 - Sep 2015Montreal, Quebec, CaFiera Capital provides expertise in Canadian and foreign equity, fixed income, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. -
Director, Senior Private Wealth ManagerUbs Jan 2007 - Sep 2012Zurich, ChPartnering with entrepreneurs and high net worth families to help protect and manage their wealth effectively. Managing global portfolios, providing customized structured products, alternative investment strategies and currency hedging. -
Financial PlannerBank Of Montreal Jan 2001 - Aug 2007Toronto, On, Ca -
Personal BankingTd 1995 - 2001Toronto, Ontario, Ca
Daniel Meister Skills
Daniel Meister Education Details
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University Of Guelph -
Forest Heights
Frequently Asked Questions about Daniel Meister
What company does Daniel Meister work for?
Daniel Meister works for Jarislowsky, Fraser Limited
What is Daniel Meister's role at the current company?
Daniel Meister's current role is Portfolio Manager at Jarislowsky, Fraser Limited.
What is Daniel Meister's email address?
Daniel Meister's email address is da****@****ubs.com
What schools did Daniel Meister attend?
Daniel Meister attended University Of Guelph, Forest Heights.
What are some of Daniel Meister's interests?
Daniel Meister has interest in Children, Arts And Culture, Economic Empowerment.
What skills is Daniel Meister known for?
Daniel Meister has skills like Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Management, Investment Strategies, Strategic Financial Planning, Investment Advisory, Mutual Funds, Alternative Investments, Finance, Financial Planning.
Who are Daniel Meister's colleagues?
Daniel Meister's colleagues are Perinpan Vignarajah, Zachary Artuso, Alliyah Matthews, Andrea Milan, Josephine D'angelo, Manolis Dimitrios Sevdalis, Mason Smith.
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