Daniel Sitar
Financial Advisor and Associate Portfolio Manager
BComm CIM CFP CLU
I specialize in tax-efficient income planning and investment management to help clients reach their financial goals in retirement.
Daniel Sitar
Financial Advisor and Associate Portfolio Manager
BComm CIM CFP CLU
The relationships with my clients are built on a foundation of trust. I work with Canadians who are already retired or approaching retirement. Creating diversified investment portfolios and generating tax-efficient retirement income are my two main areas of specialization. My clients trust that the advice and strategies I recommend are done with their best interests in mind.
I was born and raised in Vancouver and have been an avid investor for more than 20 years. I graduated with a degree in Finance from the Sauder School of Business at UBC in 2009.
When I'm not reading about investing, you can usually find me playing sports (baseball in the summer, hockey in the winter) or in the kitchen, cooking for my friends and family.
Working alongside Bryn Hamilton and Anthony Ma ensures that we maintain a unique perspective. Our collaborative approach allows for areas of specialization while providing you with comprehensive team-based wealth management solutions.
BComm (Finance with Honours) – UBC
CIM (Chartered Investment Manager)
CFP (Certified Financial Planner)
CLU (Chartered Life Underwriter)
CSC (Canadian Securities Course)
CPH (Conduct and Practices Handbook)
WME (Wealth Management Essentials)
Daniel is a registered representative with IIROC in BC, AB and ON. He is a licensed insurance agent in BC and ON.
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Bryn Hamilton
Financial Advisor, Associate Portfolio Manager, and Director Meet Bryn Book an Appointment
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Old Age Security – a Few Considerations
By Bryn Hamilton on 28 Jul 2022
Often when clients are approaching retirement, we get the question, “Should I defer Old Age Security (OAS) or automatically take it at 65?”
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The Downside of Tax Refunds
By Anthony Ma on 18 May 2021
Tax time can come with its many challenges, including navigating through a pile of paperwork to ensure you haven’t missed reporting any tax slips to CRA.
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Federal Budget Updates
By Anthony Ma on 29 Apr 2021
The Federal Government introduced its updated budget on April 19th.
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The Power of Compounding
By Daniel Sitar on 15 Apr 2021
According to Albert Einstein, “compound interest is the most powerful force in the universe.”
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Rules are not enough!
By Bryn Hamilton on 15 Jan 2021
Ethics form an integral part of the foundation of the financial services industry.
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Estate Planning in the Digital Age
By Anthony Ma on 07 Jan 2021
The arrival of COVID-19 vaccines is providing a sense of hope for the eventual end to the global pandemic.
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It’s not about a rate of return
By Daniel Sitar on 26 Nov 2020
As the saying goes, money cannot buy happiness. However, having confidence in your financial decisions and your ability to reach your long-term objectives results in security and peace of mind
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Creativity Has Its Consequences
By Bryn Hamilton on 23 Oct 2020
Financial engineering is the term used to describe an institution’s innovation in security design.
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Navigating Stormy Seas
By Daniel Sitar on 13 Jul 2020
My father has been a passionate sailor for most of his life. In his twenties, he sailed from Victoria to Maui and in recent years, he has competed in several long-distance races.
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2019 Tax Changes and Filing Tips
By Anthony Ma on 16 Jul 2019
To minimize stress and avoid making mistakes when filing your income taxes, it helps to plan well in advance. To aid in this preparation, here are some changes for 2019 and tips to keep in mind
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The Basics of REITs
By Daniel Sitar on 15 May 2019
Nearly 70% of Canadians own the property they live in. These individuals have a significant investment in residential real estate in the form of their home.
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Choosing an Investment Fund
By Bryn Hamilton on 24 Jan 2019
For the purposes of this piece, we will be focusing on managed money and, in particular, mutual funds. An investment advisor who chooses investment funds on behalf of a client is implementing what’s called Overlay Money Management.
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Maintaining your Retirement Capital
By Daniel Sitar on 02 Oct 2017
Everyone has different goals and expectations for their retirement. Likewise, everyone has a different level of financial resources they can use to achieve these goals.
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Income Splitting 101
By Bryn Hamilton on 17 Feb 2017
If you or your partner receive qualified pension income, the federal government’s pension income-splitting provisions could mean extra money in your pocket when you file your income tax returns.
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Investing Your Tax Refund: Failing to Reinvest your Refund undermines an RRSP’s efficiency
By Bryn Hamilton on 02 Jan 2017
The idea of a tax deduction against your taxable income and the refund it generates is a very attractive idea to many. That vacation we had been thinking about all year is finally afford- able knowing we have that nice chunk of money coming our way.
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