Daly Padro

Daly Padro, BA, CIM, PFP

Portfolio Manager & Investment Advisor

Phone Number416-733-5182
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Email me

I am committed to bringing you financial peace of mind – in fact, it is at the core of my wealth management practice. Wealth needs proper stewardship to be maintained and to grow, my systematic, disciplined approach provides that navigation.

By building customized wealth management strategies for multi-generational families, business owners, and professionals, I help clients preserve, manage and transfer generational wealth today – and for future generations. I’m dedicated to building meaningful long-term relationships that help guide you and your family toward enduring wealth.

 Family wealth management

 

What I love about my practice is that I am always building meaningful, long-term relationships with clients and their families that last through generations. See link below to our family wealth management guide that we will use together. 

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Retirement checklist

 

A key aspect of my practice is helping pre-retirees and retirees secure the future they’ve envisioned by maximizing their retirement income and ensuring they do not outlive their money. See below link to our retirement checklist that we will use together.

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Business owners guide

 

My partners and I provide expert advice and guidance to entrepreneurs and business owners looking to grow their company and better manage their professional wealth. See below link to our business owners guide that we will use together.

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Estate planning checklist

 

A critical pillar of my practice is to ensure individuals and families are well-prepared for the unexpected and have a sound estate plan that minimizes tax for their beneficiaries. We often use this checklist together, see link below to learn more. 

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How can we help?

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