Vice-President, Research & Principal
Dan Hallett is responsible for manager research, portfolio construction, and investment program design at HighView. With more than 20 years of industry experience, Dan is recognized as an investment expert. His views and opinions are regularly featured in print, TV, radio, and online media. He has contributed research to Morningstar Canada, the Globe & Mail’s websites, Canadian MoneySaver magazine, Advisor’s Edge magazine, and Advisor’s Edge Report. He has also served as a contributor to, or reference for, several best-selling personal finance and investment books.
Dan’s experiences include roles as a Senior Investment Analyst with Sterling Mutuals Inc. and, before that, with FundMonitor.com Corporation – a Toronto based investment research firm where he was integral in the development of online portfolio analysis tools. Dan led each respective firm’s investment research efforts and counselled many of Canada’s top financial advisors on portfolio design for their wealthiest clients.
Dan holds a Bachelor of Commerce degree from the Odette School of Business at the University of Windsor. He is also a Certified Financial Planner (CFP) licensee and a Chartered Financial Analyst (CFA) charterholder. Dan is a member of the CFA Institute and the Toronto CFA Society.
