OSC-licensed Chief Investment Officer at Frontwater Capital. Returned to the firm in February 2020 after departing for RBC Capital Markets in 2013.
Dan Richmond’s path to portfolio management began at George Weston Ltd, where he first worked alongside Jeff Kaminker as an intern. That early exposure to institutional-grade investment analysis — including the options overlay strategies that would become Frontwater Capital’s signature approach — set the foundation for everything that followed.
After building his credentials through roles at RBC Capital Markets, CIBC, and IG Wealth Management, Dan returned to Frontwater Capital in February 2020. As the firm’s Chief Investment Officer, he works directly with clients and collaborates on portfolio construction, investment analysis, and financial planning — bringing the same rigorous, conflict-free approach that defines the Frontwater standard.
Dan holds the CFA, CFP, and CIM designations alongside his OSC portfolio manager licence, a credential combination that reflects both the technical depth and the fiduciary commitment Frontwater clients expect.
Dan brings a rigorous analytical lens to portfolio construction — evaluating opportunities across asset classes and helping to translate Frontwater's options-driven strategy into client-specific outcomes.
Trained from the ground up in an options-first environment, Dan understands that real risk management goes beyond asset allocation — it requires active, options-informed positioning at every stage of the market cycle.
Dan works directly with clients alongside Jeff, ensuring that every household we serve has consistent, knowledgeable support. His approachable style and deep technical grounding make complex investment concepts accessible.
Holding the CFA, CFP, and CIM designations reflects a sustained commitment to professional excellence — the same standard of rigor Frontwater applies to every portfolio we manage.
At Frontwater Capital, Dan and Jeff work as a close-knit team — sharing a philosophy, a process, and direct accountability to every client. There are no layers, no account reps, no hand-offs. When you work with Frontwater, you work with the people actually managing your money.