Biography
Daniel Schafer
Daniel Schafer leads a team of regional leaders and Portfolio Managers who are responsible for acquiring and serving MD Private Investment Counsel (MDPIC) and MD Signature Private Wealth Management* (MD Signature) clients. Daniel and his team take a tailored approach to delivering discretionary investment management services to ensure we continue to meet the ever-changing needs of our MDPIC and MD Signature clients and the marketplace.
Daniel has more than 30 years of experience in the financial services industry. He began his career at MD in 1999 as a Senior Financial Consultant, and has taken on progressively more senior leadership roles as his career has advanced. Daniel understands how important it is for leaders to remain connected to clients, and continues to advise a selected number himself. Daniel holds the Certified Financial Planner (CFP®) and Chartered Investment Manager designations and is a Fellow of the Canadian Securities Institute.
*MD Signature Private Wealth Management is a private wealth planning service delivered by and a trade name of MD Management Limited and MD Financial Management Inc.
CFP® is a trademark owned by Financial Planning Standards Board Ltd. (FPSB) and used under licence.