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 & Mailís websites, Canadian
MoneySaver magazine, Advisorís Edge magazine, and Advisorís Edge Report. He has also served as
a contributor to, or reference for several best-selling personal finance and investment books.
Danís experiences include roles as a Senior Investment Analyst with Sterling Mutuals Inc. and,
before that, with FundMonitor.com Corporation Ė a Toronto based investment research firm where
he was integral in the development of online portfolio analysis tools. Dan led each respective firmís
investment research efforts and counselled many of Canadaís 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.