Daniel Mihalcea Relationship Manager, Private Equity, Skyline Wealth Management Inc.
A seasoned wealth management professional, Daniel joined Skyline Wealth Management in 2024 with more than nine years of experience in the financial services industry. He is responsible for developing relationships with new investors, creating referral sources and programs, and growing existing investor relationships.
Prior to Skyline, Daniel held various positions at CI Global Asset Management, most recently serving as District Vice President, Sales. In 2022, Daniel was named CI Global Asset Management’s Sales Director of the Year.
Daniel has many years of experience working on both the retail and distribution side of the financial industry in both advisory and relationship management roles. His intimate knowledge of financial markets helps him find the best solutions to help each of his clients achieve their personal financial goals. He is a dedicated sales professional who is always willing to go the extra mile to ensure that his clients have an exceptional investment experience.
Daniel holds a Bachelor of Commerce in Global Management from the Ted Rogers School of Business Management at Toronto Metropolitan University. He has obtained his Chartered Investment Management (CIM) designation from the Canadian Securities Institute and is working toward his Certified Financial Planner (CFP) designation.