Daniel Stanley

Director, Institutional & Advisory

Ontario

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.

Product Support Contact: Daniel Christodoulou – 4163597289

Specialist Toolkit

ETF Roadmap
ETF Due Diligence Checklist
Fixing Your Bond Portfolio
Quarterly Fixed Income Strategy
How ETFs Are Solving for Challenges in Fixed Income
Conversions - Exchanging Individual Bonds & Rate Reset Preferred Shares for BMO ETFs
Institutional Fixed Income Report
Covered Call, Derivatives & Volatility Report
FAQ – What to Expect During Tax Season
BMO’s “Five Lenses” Strategy: The BMO GAM House View
ESG ETF Resources
Responsible Investment Annual Report
Understanding BMO ESG ETFs
ESG ETF Due Diligence Checklist
BMO ESG ETFs – Solutions for investor looking to align their investments with their values
BMO ETFs Proxy Voting Dashboard
BMO Proxy Voting Search
Decoding Responsible Investing
Responsible Investing: Creating a Sustainable Advantage for Your Practice
MSCI ESG Leaders Methodology
MSCI ESG Ratings Methodology
MSCI Ratings on Individual Stocks
MSCI ESG Index Comparison
Fiduciary Duty in the 21st Century