Introduction
A thoughtful, attentive advisor, Danny Liberatore’s mission is to enrich the lives of his clients. In pursuit of this goal, he will conduct himself in accordance with the following precepts:
- Compassion: Caring is at the core of all that he does
- Clarity: He must communicate clearly with full disclosure in all that he does.
- Commitment: A strong commitment to assisting his clients to lead more enriched lives.
Experience
Before joining Raymond James in 2003 as a Financial Advisor, Danny Liberatore gained extensive sales and client management experience working as a Financial Advisor at a major bank and other financial services companies. Realizing the importance of having access to award winning research and a progressive model for introducing accounting firms to financial services, Danny joined Raymond James Ltd. He is in good standing as a Certified Financial Planner and holds his Level II Life Insurance license.
Education
Danny graduated from York University Honours BA in 1986. He completed his Certified Financial Planning certification in 1994. A firm believer in continuing education, Danny has enhanced his experience by successfully completing the Certified Investment Management program.
Family/Hobbies
Originally from Toronto, Danny currently resides in Woodbridge, Ontario. He enjoys spending time with his wife, Claudia, who is an Assistant Director, Work Place Relations for Canada Revenue Agency, and their children Michael and Alexandra. When he is not working with clients, Danny enjoys staying fit and stocking his wine cellar with his homemade wine. Danny is also active in his community where he participates in an Italian cultural organization. He coordinated the donation of over $6,000 in scholarships to university and college students of Italian descent.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
