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 Story
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.
My Credentials
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HBA, Political Sciences and Public Governance, University of Toronto, Toronto (2013)
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Account and Business Diploma, Mohawk College, (2009)
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Certified Executor Advisor (2018)
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Completed Canadian Securities Course (2015)
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Alternative Strategies: Hedge Funds and Liquid Alts (2022)
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Completed Portfolio Management Techniques Course (2017)
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ETFs for Mutual Fund Representatives (2021)
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Investment Management Techniques (2022)
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Chartered Investment Manager Designation (CIM®) (2022)
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Completed the LLQP Examination for Life Insurance (2019)
Learn More About DMF Private Wealth
I'm always looking for new and exciting opportunities. Let's connect.
905-512-5629
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