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Daniel Miles, CFA

Advisor Toronto, Canada Area, CA

Previously Vice President, Credit Suisse. Previously Board of Directors Member, CFA Society Toronto. University of Waterloo grad.

Previously Vice President, Credit Suisse. Previously Board of Directors Member, CFA Society Toronto. University of Waterloo grad.

7 vouches

Involved In


CFA Society Toronto


Fixed Income Associate Beutel, Goodman & Company Ltd. January 2015 - present
Vice President Credit Suisse January 2010 - November 2013
Board of Directors Member CFA Society Toronto September 2007 - August 2010
Director, Interest Rate Derivatives CIBC World Markets October 2006 - January 2010


University of Waterloo Mathematics and Business 1996 - 2000

Interested In

Markets of Interest
  • • Games
  • • Sports
  • • Local
  • • Data & Analytics
  • • Travel
  • • Smart Home
  • • Mobile
  • • Recruiting
  • • Dating
  • • Commerce
  • • Financial Services
  • • Small Businesses
  • • Transportation
  • • Consumer Electronics

You Should Know About Me

Key Accomplishments

Not completed yet

Vouches Received

Vouches Given

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Rob Alarie
We worked together  •  Director, CIBC World Markets. Previously Associate, CIBC World Markets.
Daniel has a strong knack for staying focused on the long term objectives while being extremely efficient at executing the day to day strate ... gy. He is flexible, smart, analytical, highly focused and extremely enthusiastic about entrepreneurship.
Doug Keaney
He is a very analytic in his approach as a well as deliberate in assessing situations. He is a clever man with a sharp, keen mind especially ... for facts & figures. He is pleasant and approachable.
Brian D'Costa
We worked together  •  Founding Partner, Algonquin Capital. Previously Managing Director -Head of Global Rates Trading, CIBC. University of Toronto grad.
Daniel is very bright and resourceful. He has experience in derivatives and sales which would make him an asset to anyone building a busine ... ss
Stephanie Alarie
They're my friends  •  Manager, Human Resources, WeirFoulds LLP. Previously Manager, Human Resources, Bereskin & Parr.
Daniel is always thinking about new business ideas. He has a tremendous amount of financial experience, which allows him to think critciall ... y through the business opportunities he is evaluating.
Sami Zahur
We worked together  •  Vice President, Brookfield Financial Corp.. Previously Associate, CIBC World Markets. Queen's grad.
Dan is a well rounded professional that knows the right questions to ask, and analyze market opportunities with a strong business acumen gai ... ned over several years of experience in an intense, high pressure environment.
Jennifer Schillaci, CFA
We worked together  •  Previously Investment Director, Real Estate, Manulife Financial. Previously Leasing Manager, Manulife Financial. University of Toronto grad.
Daniel is very bright and has an easy understanding of complicated issues and ideas. He is also quite personable.
David J Gardner
They're my advisor  •  Associate Consultant - Career Transition, Knightsbridge Human Capital Solutions and Director of Career Transition, The Great Success Club.
Daniel is exceedingly sharp, yet also an easy communicator with some strong outside-the-box thinking.