Profile
Mr. Dan Finegan is a Senior Principal at CI Private Counsel LP.
He is one of the founders of CI Private Wealth and predecessor companies, Assante Asset Management and Equion Securities, with a career spanning over 30 years in the wealth management industry.
Mr. Finegan 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.
He has a B.Sc.
from Michigan State University and holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
Dan Finegan active positions
| Companies | Position | Start |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Founder | - |
Training of Dan Finegan
| Michigan State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Finance |
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