Hello, I'm Dan Fernandez
I am the owner of DMF Private Wealth, I help families, business owners and professionals solve financial problems so they can stop worrying and get back to what matters most: Family, Career, Health and Hobbies. I am not like most financial advisors, I like to be very approachable, and I have the type of personality that makes people feel at peace. I strive to help you reach your goals, NOT mine. I like to think outside the box, and I don’t leave any stone unturned. My clients feel relieved by having their finances in order.
My career in money management started incredibly early on when I was 6 years old and started lending lunch money to my sisters. I have always been passionate about business; my parents are both accountants and they instilled many money principles that stuck. Unfortunately, I did what a lot of people do and got myself in a lot of debt by purchasing things that I did not need with money that I did not have. Many lessons later, I came to the realization that discipline and consistency breeds success in all areas of our lives.
Before becoming a financial advisor, I spent four years on Bay Street as an investment wholesaler with one of Canada’s largest asset management firms, CI Investments, where I oversaw over 9 Billion dollars of assets and gave support to more than 1,200 financial advisors and their practice.
Since that time, I have ran my own advisory firm. I am now the owner of DMF Private Wealth, a firm focused on helping professionals, families, and business owners.
My wife and I have been beyond blessed with our children, Marco and Alessandra. We live in the Stoney Creek Mountain near our immediate family. I am involved with my church and in my free time you will find me spending time with my friends and family, swinging either a golf club or a softball bat, or practicing the art of barbecuing.
HBA, Political Sciences and Public Governance, University of Toronto, Toronto (2013)
Account and Business Diploma, Mohawk College, (2009)
Certified Executor Advisor (2018)
Completed Canadian Securities Course (2015)
Alternative Strategies: Hedge Funds and Liquid Alts (2022)
Completed Portfolio Management Techniques Course (2017)
ETFs for Mutual Fund Representatives (2021)
Investment Management Techniques (2022)
Chartered Investment Manager Designation (CIM®) (2022)
Completed the LLQP Examination for Life Insurance (2019)
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
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