Dan Finegan is one of the founders of Stonegate Private Counsel (now CI Private Wealth) and predecessor companies, Assante Asset Management and Equion Securities, with a career spanning over 30 years in the wealth management industry.
Dan works with affluent families in and around the Toronto area. At CI Private Wealth the emphasis is on managing clients’ overall wealth, helping clients reach their financial objectives, preserve and grow their capital, minimize their tax and ensure that their retirement, estate, and succession planning are current and in order.
Dan has a B.Sc. from Michigan State University where he had a full four-year scholarship to play Division 1 Hockey. He also holds the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI®).
Dan is an active contributor to the Dorothy Ley Hospice, is a member at St. Georges Golf and Country Club, Oviinbyrd Golf Club in Muskoka, and lives in the Kingsway area of Toronto with his wife Lesley.