Daniel Stanley
Managing Director, Co-Head of Institutional Distribution
Daniel has over 20 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.
The VAULT Newsletter
As family offices and investment counsellors grapple with a changing world, Daniel Stanley, Director, Institutional & Advisory, BMO ETFs, shares his views on the need to look outside fixed income to satisfy your clients’ income requirements.
Views on the fiduciary responsibility to re-think your bond exposure, screen for ESG risks and overcome the obstacles to implementation.