As an Associate, Daniel is dedicated to excellence in client service. He plays a vital role in daily servicing of clients' needs, fulfilling a variety of requests, and acting as a liaison with all the firm's operational departments. Daniel works closely with Jim to ensure you receive timely, efficient service.
Daniel has a strong background in all areas of the business and has been an Associate with RBC Dominion Securities since 2015. Daniel holds a Bachelor of Business Administration Degree and a Diploma in Finance from the British Columbia Institute of Technology. He has successfully completed the Canadian Securities Course and is continuously upgrading his knowledge and professional credentials. Daniel is currently working on his Chartered Financial Analyst (CFA) designation and has successfully completed Level 1 of the CFA Program.
Daniel comes from a diverse background, with family from Hong Kong, Japan, Canada, and the United States. Born and raised in Vancouver British Columbia, he has a passion for sports and travel. Daniel is also an avid camper and enjoys the outdoors.