Daniel Girard of Girard, Pilkey & Associates Wealth Management is part of this year's WP Top 50 Advisors.
2 Daniel Girard
Girard, Pilkey & Associates Wealth Management
CIBC Wood Gundy
Waterloo, Ont.
AUM GROWTH: $90,000,000
AUM PER CLIENT: $1,157,025
REVENUE PER CLIENT: $8,539
CLIENTS AT END OCT 2015: 363
RETENTION RATE: 99.40%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 15
Placing in the top five for AUM growth and revenue per client as well as the top 10 for AUM per client, Daniel Girard claimed second place on this year’s list. With extensive knowledge in modern portfolio theory, taxation, estate planning, and small and mid-size business concerns, he has focused his practice on comprehensive financial planning and sophisticated investment management to help clients make the most of theirfinancial resources.
Girard, Pilkey & Associates Wealth Management
CIBC Wood Gundy
Waterloo, Ont.
AUM GROWTH: $90,000,000
AUM PER CLIENT: $1,157,025
REVENUE PER CLIENT: $8,539
CLIENTS AT END OCT 2015: 363
RETENTION RATE: 99.40%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 15
Placing in the top five for AUM growth and revenue per client as well as the top 10 for AUM per client, Daniel Girard claimed second place on this year’s list. With extensive knowledge in modern portfolio theory, taxation, estate planning, and small and mid-size business concerns, he has focused his practice on comprehensive financial planning and sophisticated investment management to help clients make the most of theirfinancial resources.
