Dan Solomon, Northwood Family Office TeamDan Solomon, MBA, CFA, CFP

Senior Investment Analyst

Dan is a member of Northwood’s investment teams and has over 9 years of investment and client service industry experience.

Prior to joining Northwood, Dan worked with Scotia Capital in their Equity Research department where he was part of Canada’s financial services sector coverage team. His role was focused on the valuation of the country’s independent asset managers and analysis of the outlook for the global investment industry. His responsibilities also included building financial models, forecasting earnings results, making company specific and sector-wide investment recommendations, and writing investment reports.

Before his time at Scotia Capital, Dan was a member of the Product Development & Analytics team at Dynamic Funds and the Private Client Research Group at DundeeWealth.

Dan has a Masters of Business Administration (MBA) degree from the Rotman School of Management at the University of Toronto, and a Bachelor of Commerce (BCom) degree from McGill University. Dan is a Certified Financial Planner (CFP), holds the Chartered Financial Analyst (CFA) designation and is also a member of the Toronto CFA Society.

Dan is married and has two daughters.

Email: ds@northwoodfamilyoffice.com
Tel: 416-502-6283

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