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Daniel E. Girard is an experienced Portfolio Manager who has been with Newport Private Wealth since June 2022. Prior to joining Newport Private Wealth, Daniel worked at Girard, Pilkey & Associates Wealth Management within CIBC Wood Gundy for over two decades, where Daniel E. held various positions including Investment Advisor, Portfolio Manager, and Managing Partner. Daniel specializes in fee-based institutional-quality investment management and comprehensive financial planning for affluent families and charitable foundations. With a diverse educational background including a BA in Economics from Wilfrid Laurier University and certifications such as CIM, CIMA, CFP, and Securities License, Daniel is well-equipped to navigate the complex landscape of investment management.