Danny Baum, CIM, FCSI

Vice-President, Portfolio Manager, Investment & Wealth Advisor

514-630-6588 | Email me

Danny works with clients to develop customized plans that meet their specific needs.  From the initial discovery in the first meeting to execution of the strategy, he brings in the expert resources of RBC Wealth Management to create a holistic plan for each client that encompasses Financial, Tax, Estate and Insurance planning, in addition to cutting edge investment management capabilities.

Danny graduated from McGill University in 1994. After 6 years of business experience in different industries, he joined RBC Dominion Securities in 2000, when he obtained his licensing as both an Investment Advisor and Financial Security Advisor (Insurance).  In 2006, he obtained his license as a Portfolio Manager, to offer clients Discretionary Portfolio Management services. In 2007, he earned The Fellow of CSI (FCSI®) designation, the highest honor in Canadian financial services reserved for financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.  In 2015, he earned the title of Wealth Advisor, for providing wealth management advice beyond just investments. In 2017, he was appointed Vice President, reflecting his high level of commitment and service to both his clients, and to RBC. In November 2020, he became the Principal when his Business Partner of 20 years, Allen Quallenberg, officially retired.

Family and Community involvement serve as the cornerstones in Danny’s life.  He has been married to Marcy since 1996 and is Father to David (19) and Carly (15).  He was one of the top fundraisers in the country for the MS Society of Canada between 2005 and 2010.  He has been involved with the Donald Berman Maimonides Geriatric Centre since 2001; serving on the Board of Directors since 2006 and as a member of the Executive since 2008.  He has served as the Co-Chair of the Donald Berman Maimonides RBC Wealth Management Golf Tournament since 2008, and as President of both the Donald Berman Maimonides and the Jewish Hospital of Hope Eldercare Foundations from 2015 to 2017.  From 2008 to 2011, he served as a Board Member and then Vice-President at Congregation Beth Tikvah Ahavat Shalom Nusach Hoari, rejoining the Board of Directors in November 2020.

Danny enjoys travelling with his family, attending hockey games with his son, and playing videogames with both his son and daughter. To keep life interesting at age 47, he successfully competed in his first Powerlifting competition (as the oldest competitor) in August 2017, and plans to do so again in the future.  His wife says that he has an unnatural affinity for useless pop culture trivia, Star Trek and Batman related collectibles.

Warren Salzman, CIM

Associate Advisor

514-630-7402 | Email me

Warren works closely with Danny to create and implement the Wealth Management plans put in place for their clients.  In addition to providing client service, Warren serves as Danny’s “right hand” and is extensively involved in all facets of the preparation and analysis of client portfolios: creation of investment strategy, ongoing management and trade execution, and portfolio reviews.

Warren obtained his Bachelor of Commerce degree with a Major in Finance from McGill University in 2005. Warren started at RBC Dominion Securities in 2010, and joined the Quallenberg Wealth Management Group in 2014. He has over 14 years of experience in the wealth management industry. With a strong understanding of client issues, the systems within the firm and the financial markets, he is capable of handling any inquiries that you might have. 

Warren is a fully licensed registered representative and options licensed. He also recently earned the designation of Chartered Investment Manager (CIM®). This prestigious financial advice designation is earned by those Professionals who are dedicated to a higher professional standard, and who want to work with clients in a discretionary investment management capacity.

Warren enjoys just about all sports, working out at the gym, going on hikes and running. He ran his first half marathon in the summer of 2016. He is also in a bowling league, and will never say no to a game of ping pong or foosball.

Tessee Kalamaras

Associate Wealth Advisor

514-630-5262 | Email me

Tessee joined Quallenberg Wealth Management in 2005.  Tessee supports her team by ensuring all clients are professionally serviced and acting on client requests. She collaborates alongside Danny in the Wealth Management process, encompassing Financial Planning, Estate Planning and Insurance.   She coordinates the implementation of Wealth Management strategies for our clients and works closely with the RBC partners.

Tessee Kalamaras earned a Bachelor of Commerce degree with a Major in Finance and a Minor in International Business from Concordia University in 1996. She is fully licensed and brings over 23 years of Industry experience and knowledge. 

In additional to being an associate at RBC Dominion Securities, she has been married for over 15 years and is a Mother to twins; a boy and a girl, both aged 10.  She enjoys practicing yoga, reading, cooking and travelling.

Tessee is a fully licensed registered representative.

Stephanie Thompson

Associate

514-630-2114 | Email me

Stephanie joined Quallenberg Wealth Management in 2016. She is responsible for daily administrative tasks, updating and monitoring client accounts, and is a main source of contact for our clients and their daily requests.

Stephanie obtained her bachelor’s degree in Political Science from Concordia University in 2012. After working in customer service for nearly 10 years she began a career in the Wealth Management Industry in 2014. 

Stephanie enjoys yoga, cooking healthy recipes, reading and writing.

Stephanie is a fully licensed investment representative.

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