As your financial priorities become complex and varied, it can be difficult to see the path ahead. We believe experience lights the way, and with over 70 years of combined experience behind us, we design plans and strategies that help our clients take practical steps toward their goals.
It is really refreshing to work with Daniel and his team, who truly demonstrate an avid interest in their clients’ needs and financial goals. We have a genuine feeling in the absolute integrity and passion dedicated to the management of our portfolios.
Your professional, honest and caring ways inspire my trust and respect and I gladly recommend your services whenever possible.
As a retired actuary, I wanted to deal with someone who was professionally qualified – an experienced and knowledgeable advisor with a strong team. Daniel has over 30 years of experience managing clients’ portfolios. He is a Chartered Investment Manager (CIM®) and holds the Fellow designation of the Canadian Securities Institute (FCSI®).
You handle our financial affairs with unparalleled expertise and attention to detail.
Following the recommendation of our accountant, my business partners and I transferred our portfolios to Daniel. It was a well-advised and profitable business decision. With market volatility as we know it along with ever changing fiscal laws, it’s comforting to know we can trust Daniel and his team with our business and personal investments. His experience in business affairs, IPPs, insurance, and unique investments, has proven invaluable.