Donald Farley

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Finance

Consumer Services

Profile

Donald Farley holds a Bachelor of Science degree from the University of Waterloo (2000).
He successfully completed the Canadian Securities Course in 2007 and the Wealth Management Course in 2010, both at the CSI.
Mr. Farley acquired his finance experience with RBC Dominion Securities, where he worked as an investment advisor from 2008 to 2011.
At Professional’s Financial, he now uses his perseverance and skills to help his clients achieve their financial goals.

Former positions of Donald Farley

Companies	Position	End
RBC Dominion Securities, Inc. RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/2010
Professionals’ Financial – Mutual Funds Inc. Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments.	Corporate Officer/Principal	-

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Linked companies

Private companies	3
Professionals’ Financial – Mutual Funds Inc. Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments.	Finance
RBC Dominion Securities, Inc. RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services