Daniel Saikaley, CPA, CA, CIM, CFP, EPC
Portfolio Manager, Investment Advisor
Servicing the needs of clients takes special skills. To this end, Dan has made a conscious effort to build on his experience in financial and estate planning, investment advisory and insurance knowledge, as well as, obtaining the designations of Chartered Accountant (CA), Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Elder Planning Counselor (EPC). This training enables Dan to better service the growing “fifty-plus” population as they transition towards the various stages in their lives.
Formerly with one of Canada's leading professional service firms as a tax specialist, Dan joined CIBC Wood Gundy (and predecessor firm) in 1998 as an Investment Advisor. He is a graduate of Queen's University's Bachelor of Commerce program and has over 40 years of experience in the tax, investment, and financial planning industry.
Community Involvement
Did you know that our team is involved in both CIBC's Miracle Day and Run for the Cure? Learn more about our community involvement here.
Learn more...Products and Services
CIBC Wood Gundy offers solutions to meet your individual goals. Find out more about the Products & Services we offer.
Learn more...Our Team
Daniel Saikaley, CPA, CA, CIM, CFP, EPC
Investment Advisor
Dennis Shaw, CFP, FCSI, CIM, FMA
Investment Advisor