Daniel Sitar - Financial Advisor RGF Wealth Vancouver
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Daniel Sitar

Financial Advisor and Portfolio Manager
BComm CIM CFP
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I help clients achieve their objectives by designing high quality investment portfolios and integrating them with their personalized financial plans.


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Daniel Sitar

Financial Advisor and Portfolio Manager
BComm CIM CFP
accent bottom


I help clients achieve their objectives by designing high quality investment portfolios and integrating them with their personalized financial plans.


Bio Image

Daniel Sitar

Financial Advisor and Portfolio Manager

BComm CIM CFP

My goal is to help you build and preserve wealth by developing a diversified, high quality investment portfolio that fits your financial objectives. I enjoy using my passion for financial markets to inform you of the benefits of maintaining a long-term approach to investing. This leads to greater confidence and less stress when making important decisions and helps you achieve your goals.

I was born and raised in Vancouver and have been an avid investor since the age of 13. I graduated with a degree in Finance from the Sauder School of Business at UBC in 2009.

When I'm not reading about investing, you can usually find me playing sports (baseball in the summer, hockey in the winter) or in the kitchen, cooking for my friends and family.

Working alongside Bryn Hamilton and Anthony Ma ensures that we maintain a unique perspective. Our collaborative approach allows for areas of specialization while providing you with comprehensive team-based wealth management solutions.




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Degrees and Designations

BComm (Finance with Honours) – UBC
CIM (Chartered Investment Manager)
CFP (Certified Financial Planner)


Education

CSC (Canadian Securities Course)
CPH (Conduct and Practices Handbook)
WME (Wealth Management Essentials)

Registration Jurisdictions

Daniel is a registered representative with IIROC in BC, AB and ON. He is a licensed insurance agent in BC.




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  • "Daniel, I admire your communication skills. With such detailed and understandable responses, I know I’m in good hands with you."

    - John R.