For more than 17 years, Daniel has provided sound financial advice and portfolio management to individuals, families and businesses. He helps our clients protect and grow their wealth through an income-oriented and risk-managed dividend growth style. His expertise allows him to provide unbiased wealth management advice to clients, which includes aligning their investments with their core values. Daniel’s past role as the lead Portfolio Manager of a top-ranked Canadian dividend fund, small cap fund and energy fund provides clients with a unique investment approach normally only available to large institutions and funds.
A lifelong Calgarian, Daniel has a Bachelor of Commerce degree with a major in finance from the University of Calgary’s Haskayne School of Business. He has also earned the coveted accreditations of Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) and Responsible Investment Advisor Certification (RIAC).
He is also Life Insurance licensed, allowing him to provide a comprehensive approach to estate protection and preservation strategies. Daniel is actively involved with
numerous charities including the Calgary & Area Child Advocacy Centre and Wing Kei Care Centre. He is a student mentor in the University of Calgary’s Calgary Portfolio Management Trust Program and is Honorary Chair of the Up the Down Dinner in support of the Down Syndrome Research Foundation.
Daniel is married with two young girls. His passions include traveLling, reading, playing tennis, skiing, cycling and being able to give back to the community.