Don Stuart, CFA

B.Comm. (Finance)

Don is a CFA charterholder and a graduate of both the University of British Columbia and the University of Copenhagen. He began his investment career in 1993 with a national bank-owned investment dealer, where he honed a broad range of skills spanning the full spectrum of wealth management.
Don joined Dixon Mitchell shortly after the firm’s inception in 2000 to work in the areas of client relations and strategy development. Today, Don serves as liaison to independent financial planners, investment advisors, and institutional contacts and writes many of the publications that appear on this site.
Don also sits on Dixon Mitchell’s investment committee, where he reviews portfolio structure and contributes to the evaluation of recommendations put forward by the firm’s analytical team.