Welcome to Dan Osachoff Wealth Management
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage, Dan Osachoff can help. Recognized as a leading Investment Advisor in Surrey, Dan provides a comprehensive range of wealth management services designed to your unique specifications.
As an Investment Advisor and Portfolio Manager with RBC Dominion Securities, Dan Osachoff provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the University of British Columbia, Dan obtained a degree in sociology and commerce, while on a baseball scholarship with the UBC Thunderbirds. A firm believer in ongoing education, he has acquired the advanced industry designations of Canadian Investment Manager (CIM), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM) and a Certificate in Advanced Investment Advice.
Dan harnesses his expert knowledge, and 15 years of experience, to develop comprehensive wealth management solutions for his clients. Dan’s breadth of experience, expertise, and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.
Please note the resources available on my site, including commentary and publications as well as information on numerous wealth management topics.
As a Portfolio Manager and Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives. Please feel free to contact me today.