Daniel has been providing comprehensive wealth management services to medical and dental practitioners since 2006. He takes a holistic wealth management approach that integrates personalized strategies when it comes to professional corporations. Daniel works closely with his clients tax and legal advisors and hosts seminars throughout the year. He sees his clients peace of mind as an essential part of the financial planning process and helps them achieve it by listening carefully to their goals and educating them prior to constructing a personalized plan.
Daniel leads a team of highly qualified professionals with 60 years of combined experience in financial services, he focuses on tax minimization and a coordinated synergy of estate, investment and financial planning considerations. Daniel also works with selected families and business owners on a referral basis.