Danny Roy, CFA, CFP®, is a Private Wealth & Portfolio Manager at Cardinal Point, specializing in personalized cross-border financial planning and alternative investments. With a Bachelor’s degree in Marketing from Mount Royal University, complemented by double minors in Economics and Personal Finance, Danny brings a robust academic foundation to his practice. He holds the prestigious Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) credentials, reflecting his expertise in wealth management.
Danny’s career spans Canada’s largest banks, where he honed his skills in private client relationships, and a Calgary-based boutique investment firm, where he developed a deep understanding of alternative investments and how to use them inside his client portfolios. At Cardinal Point, he crafts tailored strategies to help clients achieve their financial goals, leveraging his ability to simplify complex concepts into clear, actionable plans. By addressing behavioral biases and offering a fresh perspective, Danny ensures his clients’ portfolios align with their unique objectives.