Since 1998, Daly has gained deep expertise and experience in the financial services industry. He draws on this knowledge and experience to develop comprehensive wealth management solutions for his clients, and remains committed to helping foster their long-term financial success. Daly places great importance on total wealth planning to deliver solutions that help clients achieve the life they envision.
His passion for research and analysis combines with his enjoyment of people to present a comfortable and effective venue for a broad range of clients, to preserve and build upon what they’ve accumulated, as their lives and financial goals evolve. Daly is appreciated for his dedication, diligence, attention to detail and preparedness. His clients also value his honesty, enthusiasm and caring approach to uncovering opportunities centered on their priorities.
A graduate of York University, Daly also holds the designations of Chartered Investment Manager (CIM) and Personal Financial Planner (PFP). He is both Life Insurance and options licensed.
Away from work, Daly enjoys spending quality time with his wife, Amy, and their three children. He stays active skiing, cycling, playing hockey and soccer.
Devoted to giving back to his community, Daly is a long-time volunteer with Junior Achievement’s Dollars With Sense Program, teaching financial literacy concepts to students.