Daniel Perrault, CFA
Investment Counsellor
Areas of focus
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
Prior to joining the team at Burgundy Asset Management, Danny worked at one of Canada’s largest financial institutions. His most recent role was Director and Senior Portfolio Manager, where he led a group of Investment Counsellors and managed relationships and portfolios for high net-worth and family office clients. He has a passion for capital markets and helping individuals and families reach their long-term goals and objectives through tailored investment strategies. Danny employs his problem-solving and analytical experience while harnessing Burgundy’s investment philosophy to deliver provable and quantifiable results.
Burgundy Experience
- Joined Burgundy in 2022
Relevant Experience
- 15+ years of combined professional experience
- Experience includes positions at: 1832 Asset Management L.P., TD Private Investment Counsel
Education
- CFA Charterholder
- Bachelor of Arts (Economics & Business), Carleton University
Memberships and Community
- Board Member, Investment Committee Member, West Park Healthcare Centre
- Mentor, CFA Society Mentorship Program
- Member, CFA Society Toronto
- Member, CFA Institute
POSTS FROM THIS AUTHOR
Consider Your Purchasing Power
The Journal | February 2023
If you haven’t thought about your cash management lately, now’s the time to pay attention. In this Burgundy Journal, we share how to put your elevated cash levels...