Dan Laimon

Mr. Daniel M.
Laimon is a Managing Member at TriVant Custom Portfolio Group LLC.
He has more than two decades of experience in the finance industry.
He oversees all aspects of client relations at the firm, and is closely involved with portfolio analysis and strategy.
Mr. Laimon's career began at Citizens Trust Bank (Vancouver, BC, Canada) as the Marketing Manager of the Foreign Exchange Department.
He later founded and managed a mid-sized investor relations firm for several years.
Subsequently, he joined Dundee Securities Corporation, a Toronto-based national financial services firm, as a Research Associate and later moved to the Investment Banking team.
At Fisher Investments, Inc., he started as a Senior Investment Counselor and was second in charge of launching the Fisher Investments Canada Division.
He was later promoted to the Sales Department, where he initiated and headed a department to provide special-case investment analysis and recommendations to prospective clients.
He graduated from the University of British Columbia with a Bachelor of Commerce Degree in Finance.
He received a Masters of Business Administration from the University of Western Ontario, where he concentrated in accounting.