Daniel Schafer, Cfp, Cim, F CSI
About Daniel Schafer, Cfp, Cim, F CSI
Daniel Schafer is a Vice President and National Lead at MD Financial Management, specializing in private wealth management. He has over 18 years of experience in the financial sector and holds multiple professional designations, including CFP, CIM, and FCSI.
Work at MD Financial Management
Daniel Schafer has been employed at MD Financial Management since 2005. He initially served as Regional Manager for Southern Ontario from 2005 to 2010. In 2011, he transitioned to the role of Portfolio Manager, where he has worked for over 13 years. In 2020, he advanced to the position of Vice President and National Lead for MD PIC and MD Signature Private Wealth, continuing to operate from the London, Ontario area.
Education and Expertise
Daniel Schafer holds a Bachelor of Arts degree from Brock University, where he majored in Business Administration and minored in History. He furthered his education at the Canadian Securities Institute, earning the Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM) designations. Additionally, he completed his Certified Financial Planner (CFP) certification through the Financial Planners Standards Council.
Background
Daniel Schafer has a robust background in financial management and investment planning. His career at MD Financial Management spans nearly two decades, during which he has held various positions that have contributed to his expertise in wealth management. His educational qualifications complement his professional experience, providing him with a solid foundation in financial services.
Achievements
Throughout his career at MD Financial Management, Daniel Schafer has progressed through various roles, demonstrating his capabilities in financial planning and portfolio management. His leadership as Vice President and National Lead for MD PIC and MD Signature Private Wealth reflects his commitment to advancing wealth management services within the organization.