Welcome to the Team
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage, Dan Osachoff can help.
Dan is amongst a select group of advisors who are licensed portfolio managers with the Private Investment Management group. Only by meeting high standards and completing rigorous coursework, can an advisor achieve application to join the Private Investment Management division.
Recognized as a leading Senior Portfolio Manager & Wealth Advisor in the region, Dan provides a comprehensive range of wealth management services designed to meet your unique specifications. As a second generation Investment Advisor and Portfolio Manager with RBC Dominion Securities, Dan works with high net worth individuals, families, corporations and foundations to help build and protect wealth.
A graduate of the University of British Columbia, Dan obtained a degree in sociology and commerce, while on a baseball scholarship with the UBC Thunderbirds. A firm believer in ongoing education, he has acquired the advanced industry designations of Canadian Investment Manager (CIM), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM) and a Certificate in Advanced Investment Advice.
Dan harnesses his expert knowledge, and 20 years of experience to develop and implement comprehensive wealth management solutions for his clients. His team based approach includes a group of highly qualified and detail oriented team members. Furthermore, his extended team includes access to a wide range of complimentary wealth management specialists. Dan's breadth of experience, expertise, and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.
Please note the resources available on this website, including biographies, interviews, commentary, publications as well information on numerous wealth management topics.
As a Senior Portfolio Manager & Wealth Advisor at RBC Dominion Securities, Dan and his team would be pleased to speak with you about your financial goals.
