A distinguished Advisor with RBC and an experienced professional within the financial services industry, Daniel Pugiotto leads a team ranking among the top advisory groups in RBC Dominion Securities.
Daniel worked in the financial services industry from 1988 to 1993, before beginning his academic life with a Bachelor of Commerce from the University of Toronto. He continued his educational pursuits by earning the designations Certified Investment Manager (CIM) and Chartered Professional Accountant (CPA ), completing the Professional Financial Planning course and receiving the title Fellow of the Canadian Securities Institute (FCSI), the highest honour given by the institute. Daniel is always looking to broaden his economic perspective so that he can be of greater value to his clients, so he regularly attends international conferences on Canadian and global market trends.
Daniel started his career with several years in the accounting profession and for a national accounting firm. This provided him with foundational knowledge that strikes a balance between the accounting and taxation side of finances, and the personal side upon which client relationships are built. Once he came to RBC in 2002, Daniel was able to offer tax-saving opportunities that were built into comprehensive planning advice specific to the needs and goals of each client. He has been recognized regularly for his exemplary performance, being awarded the title Vice President in 2010 and having sat on the Dominion Securities Advisory Board (DSAB) to represent Ontario since 2012 to 2014. He has been named a member of the RBC Dominion Securities' Executive Council each year since 2007 and is frequently invited to speak in front of his peers about his insights into building a successful practice.
Today, the Pugiotto Wealth Management Group offers comprehensive services that find the opportunities in your wealth that will lead you to your personal goals. Daniel and his team help business owners and affluent families to take advantage of the opportunities inherent in their unique circumstances, so that their responsibilities are fulfilled and the obstacles in the way of their ideal financial future are removed.
Daniel lives with his family in Etobicoke, and is currently a member of the Etobicoke Chartered Accountants Association. Daniel also organizes community events in Etobicoke and annual charity fund raising for Sick Kids' Hospital.