Daniel Stanley

Managing Director, Head, Institutional Sales & Service

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: Haena Kang - 4168038606

Specialist Toolkit

ETF Roadmap
Mutual Fund Briefcase
BMO ETF 2024 Industry Outlook
BMO ETFs Guided Portfolio Strategy Report (Q1 2026)
BMO ETFs Guided Portfolio: Quarterly Fixed Income Strategy (Q1 2026)
ETF Due Diligence Checklist
Fixing Your Bond Portfolio
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