Daniel is a seasoned wealth management professional with over 30 years of experience in the investment industry. He has worked in the Cowichan Valley for over 25 years and is a committed member of the community, contributing to its success through continuous volunteerism, from sitting on a variety of boards to coaching sports teams. Daniel and his wife Florie have two daughters, Mikayla and Amelia.
Daniel offers a team approach to professional portfolio management, financial planning and estate planning services based on clearly-defined investment principles and practices. As your wealth advisor, Daniel will work with you to build a personalized, diversified, long-term strategy that responds to your lifestyle and financial goals. Through rational and disciplined execution, the team will follow and monitor your portfolio closely so that you can maintain your lifestyle and enjoy a comfortable retirement.
Daniel and his team take great pride in going above and beyond to build rich, collaborative relationships with clients like you!
