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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Daniel Cowan

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About us

Address 135 Charlotte Street Peterborough ON, K9J 2T6
Telephone Number (705) 740-1702
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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Dan Cowan

Daniel Cowan

Portfolio Manager

Investment Advisor

Tel:

(705) 740-1702

Email:

Daniel.Cowan@CIBC.ca

Working within a team of experienced advisors and specialists, Daniel is dedicated to serving the needs of families and corporations in Peterborough and surrounding areas. Born and raised in Peterborough, Daniel has worked in the financial services industry since 2003. He holds a Bachelor of Arts degree from Queen's University with a major in Applied Economics with First Class Distinction. Prior to joining CIBC Wood Gundy, he spent several years with a major investment firm consulting with financial advisors.

As an Investment Advisor and Portfolio Manager, Daniel's priority is preserving capital, applying in-depth research and consideration to investment decisions, and taking a long-term approach to investing for the financial needs of each client. He brings a breadth of knowledge from his experience in the industry and his previous role as Branch Manager.

Outside of work, Daniel enjoys refurbishing vintage automobiles, spending time at the cottage, and takes an active role in the community as an officer of the PRHC Foundation Finance and Investment Committee.

Dan Cowan

Daniel Cowan

Portfolio Manager
Investment Advisor
(705) 740-1702
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Daniel.Cowan​@CIBC.ca
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Working within a team of experienced advisors and specialists, Daniel is dedicated to serving the needs of families and corporations in Peterborough and surrounding areas. Born and raised in Peterborough, Daniel has worked in the financial services industry since 2003. He holds a Bachelor of Arts degree from Queen's University with a major in Applied Economics with First Class Distinction. Prior to joining CIBC Wood Gundy, he spent several years with a major investment firm consulting with financial advisors.

As an Investment Advisor and Portfolio Manager, Daniel's priority is preserving capital, applying in-depth research and consideration to investment decisions, and taking a long-term approach to investing for the financial needs of each client. He brings a breadth of knowledge from his experience in the industry and his previous role as Branch Manager.

Outside of work, Daniel enjoys refurbishing vintage automobiles, spending time at the cottage, and takes an active role in the community as an officer of the PRHC Foundation Finance and Investment Committee.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.