About Us
Dan Hallett and Associates Inc. (DH&A) is an independent investment
research and investment counsel firm based in Windsor Ontario. With a
specialty in managed money, DH&A's research blends both qualitative
and quantitative factors in producing its unique brand of candid,
opinionated research on money managers and a broad array of investment
products. DH&A's ongoing research efforts include in-depth interviews
with Canada's top money managers, research on investment strategies
and products, and providing tools to help advisors better serve their
clients. Investment Counsel and financial planning services are
provided to a select group of clients on a fee-for-service basis.
Dan Hallett, President
Dan Hallett is the president of Dan Hallett and Associates
Inc. (DH&A). Prior to launching DH&A, Dan was the Senior Investment
Analyst with Sterling Mutuals Inc. - a Windsor Ontario based mutual
fund dealer. Prior to that, Dan held the position of Senior Analyst
with FundMonitor.com Corporation - a Toronto based investment research
firm where he was integral in the development of online portfolio
analysis tools. Dan led each respective firm's fund research efforts
and counselled many of Canada's top financial advisors on portfolio
design for their high net worth clients.
Recognized as an investment expert, Dan's views and opinions are
regularly featured in TV, print and online media. His articles appear
in Canadian
MoneySaver magazine, on www.StingyInvestor.com, and on the Globe and
Mail's investing websites. He has also served as a contributor
and/or reference for a number of best-selling personal finance
publications.
Dan holds a Bachelor of Commerce degree from the University of
Windsor, is a Certified Financial Planner (CFP) licensee, and a
Chartered Financial Analyst (CFA) charterholder. Dan is a member of
the CFA Institute and the Toronto Society of Financial Analysts
(TSFA).
Dan's areas of specialty are product research, portfolio design and
tax-sensitive portfolio management.
He can be reached by phone at 519.254.4141 or by e-mail at
dha@danhallett.com