Daryl Skogstad, Cfp, Pfp
About Daryl Skogstad, Cfp, Pfp
Daryl Skogstad is the Regional Director at CIBC Asset Management, specializing in asset management in British Columbia and Northern Territories.
Current Role at CIBC Asset Management
Daryl Skogstad holds the position of Regional Director at the Asset Specialist Group within CIBC Asset Management. He has been in this role since 2017, covering British Columbia and Northern Territories. Additionally, Daryl has served as an Asset Specialist at CIBC Asset Management beginning in 2012, focusing on the Okanagan, BC region. His responsibilities likely include managing asset portfolios, overseeing regional strategies, and providing specialized financial advice.
Previous Experience at Prospera Credit Union
Before joining CIBC Asset Management, Daryl Skogstad worked at Prospera Credit Union as a Wealth Management Specialist from 2004 to 2012. During his eight-year tenure, he was involved in offering wealth management services, guiding clients in investment decisions, and financial planning.
Career at RBC Royal Bank
Daryl Skogstad has held multiple roles at RBC Royal Bank. From 2002 to 2004, he served as an Investment and Retirement Planner. Prior to that, he worked as a Personal Financial Services Representative from 1999 to 2002. He started his career at RBC as a Cash Cage and CSR from 1997 to 1999, gaining a solid foundation in customer service and financial operations.
Educational Background and Certifications
Daryl Skogstad has acquired several certifications in financial planning and related fields. He achieved his Certified Financial Planner (CFP) designation through the Financial Planners Standards Council. He also earned life, accident, and sickness insurance credentials from the Insurance Council of BC. Additionally, Daryl completed the Canadian Securities Course at the Canadian Securities Institute and holds a Certified Professional Consultant on Aging (CPCA) designation.