Daniel “Dan” James Merriam is a Toronto-based investment counsellor and portfolio manager with Toron AMI International Asset Management. He builds relationships with clients looking to achieve long-term financial health through customized portfolio management and superior risk-adjusted investment returns.

Dan has been working in Canadian and Global markets for 15-years and is a Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®).

He began his career in Toronto as a proprietary trader, and quickly excelled using a combination of technical analysis and an instinctual sense of market dynamics. His years on the desk taught him to manage the emotional challenges often faced by individual investors. Dan expanded his broad financial market experience in a series of Portfolio Manager and Analyst roles with two major Canadian banks.

In 2013, Dan joined Toron AMI International Asset Management as a Portfolio Manager & Director - Private Wealth Management. He structures portfolios for high net worth individuals, families and business owners that balance their financial objectives with their unique circumstances and tolerance for market risk. He is also a member of Toron AMI's Investment Committee.

Dan is active on social media. He is married and raising two children in Burlington, where he is an active member of both the Oakville and Burlington Chambers of Commerce, and the Burlington Lions Optimist Minor Hockey Association. He is also an avid golfer and passionate about Blues and Jazz music.

Daniel "Dan" Merriam