Daniel R. Stoller
President chez Wellington-Altus Private Wealth, Inc.
Profil
Mr. Daniel R.
Stoller, CPA, is a President at Wellington-Altus Private Wealth, Inc. He is responsible for overseeing the daily operation of the company.
He has over 20 years of financial services experience focusing on operations, technology, finance and compliance.
Mr. Stoller was previously employed as a Chief Financial Officer & Vice President by Cardinal Capital Management, Inc., an Assistant Vice President by I.
G.
Investment Management Ltd., and a Senior Accountant by Arthur Andersen LLP /Canada/.
He is a Chartered Professional Accountant, holds a Bachelor of Commerce (Honours) and Master of Accountancy degrees from the University of Manitoba
Postes actifs de Daniel R. Stoller
| Sociétés | Poste | Début |
|---|---|---|
Wellington-Altus Private Wealth, Inc.
 Wellington-Altus Private Wealth, Inc. Investment ManagersFinance Wellington-Altus Private Wealth, Inc. (Wellington-Altus) is a wealth management firm headquartered in Winnipeg, Canada. The firm was founded in 2017 as Altus Securities, Inc. They are a subsidiary of Wellington-Altus Financial, Inc. Wellington-Altus offers financial advice and asset management to high net-worth individuals, families, business owners and organizations. | President | - |
Anciens postes connus de Daniel R. Stoller
| Sociétés | Poste | Fin |
|---|---|---|
I. G. Investment Management Ltd.
 I. G. Investment Management Ltd. Investment ManagersFinance I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors. | Corporate Officer/Principal | 01/04/2006 |
Arthur Andersen LLP /Canada/
 Arthur Andersen LLP /Canada/ Miscellaneous Commercial ServicesCommercial Services Part of Arthur Andersen LLP, the company is based in Vancouver, Canada. The Canadian company provides accounting services. | Corporate Officer/Principal | 01/08/1998 |
Cardinal Capital Management, Inc.
 Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI). | Directeur Financier/CFO | - |
Formation de Daniel R. Stoller
| University of Manitoba | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI). | Finance |
Arthur Andersen LLP /Canada/
Arthur Andersen LLP /Canada/ Miscellaneous Commercial ServicesCommercial Services Part of Arthur Andersen LLP, the company is based in Vancouver, Canada. The Canadian company provides accounting services. | Commercial Services |
I. G. Investment Management Ltd.
I. G. Investment Management Ltd. Investment ManagersFinance I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors. | Finance |
Wellington-Altus Private Wealth, Inc.
Wellington-Altus Private Wealth, Inc. Investment ManagersFinance Wellington-Altus Private Wealth, Inc. (Wellington-Altus) is a wealth management firm headquartered in Winnipeg, Canada. The firm was founded in 2017 as Altus Securities, Inc. They are a subsidiary of Wellington-Altus Financial, Inc. Wellington-Altus offers financial advice and asset management to high net-worth individuals, families, business owners and organizations. | Finance |
