Donald Daggett of The Daggett Advisory Group is part of this year's WP Top 50 Advisors.
14 Donald Daggett
The Daggett Advisory Group
CIBC Wood Gundy
Waterloo, Ont.
AUM GROWTH: $5,000,000
AUM PER CLIENT: $1,000,000
REVENUE PER CLIENT: $8,154
CLIENTS AT END OCT 2015: 65
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
With an AUM per client of $1 million, Donald Daggett is currently one of a select number of qualified portfolio managers within CIBC Wood Gundy. He has extensive knowledge in modern portfolio theory, taxation and estate planning, as well as the concerns of small and midsize businesses. Daggett is an active member of the Rotary Club in the Waterloo Region and co-chaired the first annual Cambridge Rotaries Ribfest.
The Daggett Advisory Group
CIBC Wood Gundy
Waterloo, Ont.
AUM GROWTH: $5,000,000
AUM PER CLIENT: $1,000,000
REVENUE PER CLIENT: $8,154
CLIENTS AT END OCT 2015: 65
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
With an AUM per client of $1 million, Donald Daggett is currently one of a select number of qualified portfolio managers within CIBC Wood Gundy. He has extensive knowledge in modern portfolio theory, taxation and estate planning, as well as the concerns of small and midsize businesses. Daggett is an active member of the Rotary Club in the Waterloo Region and co-chaired the first annual Cambridge Rotaries Ribfest.
