Daniel graduated from McMaster University, specializing in Economics. Daniel works predominantly with retirees and business owners, where he has added significant value through strategic planning, investment selection, and tax efficiency.
Daniel’s investment strategy follows a pension-style approach while swiftly integrating innovative strategies to customize each portfolio to his client’s satisfaction. His individualized planning style focuses on preservation and discipline while retaining a communicative advisor-client relationship. These skills, in addition to the support from a team of highly-skilled professionals, ensure that Daniel is well-prepared to fulfill the responsibilities of an advisor that can bring satisfaction to all his clients.
Daniel is very family-oriented; spending time with his family is important. Daniel enjoys playing hockey outside the office with old friends and spending as many weekends as he can at his cottage.