Daniel is an Investment Advisor and licensed and accredited financial planner with over 11 years of experience in the Financial Services industry. He has a BComm, Major Finance, from Concordia University - John Molson School of Business.
Daniel has been working as a financial planner with RBC since 2013. In 2017, he joined RBC Private Banking where he was responsible for managing a portfolio of RBC’s high net worth clients. In his financial planning roles, his main functions included developing and implementing wealth management strategies related to retirement planning, tax planning, business owner planning and investment management. He brings with him a passion for helping families and individuals achieve financial freedom and success. He enjoys fostering strong client relationships and has a client centric approach based on Honesty, Transparency and Trust.
In his current capacity as an Investment Advisor he is committed to helping clients lay the foundation to a strong wealth plan, assist clients develop a financial roadmap and then execute by choosing an investment strategy that allows those goals to be achieved. Daniel’s strong customer service and communication skills as well as a comprehensive wealth management background are a great value to the families he works with.
Married and father to two beautiful boys, Daniel enjoys running on his free time and recharging with his family. Additionally, Daniel is interested in causes affecting children and at risk youth.
