Daniel J. Busi, CFP®, FMA, CFA, has always had a focus on education and professional development. After completing his B.Sc., and doing some graduate work in chemistry, he switched to finance, earning his B.Comm, with distinction from the University of Alberta in 1996. He carried on with many industry courses and became a CFP® professional in 2000 and a CFA charterholder in 2002.
Starting his career in the late 1990s, Dan progressed from portfolio analyst, to financial planner, branch manager and vice president of wealth management before moving to RBC in 2004 as a part of their wealth management services team, supporting over 200 financial planners in Alberta. He was then able to leverage his planning background into a successful two year stint with private banking, using financial planning as the process to become RBC’s #1 private banker in the first year RBC was named the number one private bank.
In 2006, Dan made the transition to focus his efforts on implementing discretionary investment strategies for high and ultra high net worth Canadians through RBC PH&N Investment Counsel. He continues to focus on planning for a small number of clients and uses that planning to align their portfolios with their needs.
Throughout his career Dan has been interested in giving something back to the profession through volunteering. He began his volunteer relationship with the Financial Standards Planning Council (FPSC) in 2003 as an exam item writer and has sat on several committees as well as panels since. He was conferred the Fellow of FPSC in 2011 and started his first term as chairperson of FPSC in June 2017.