I specialize in tax-efficient income planning and investment management to help clients reach their financial goals in retirement.
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.
If you own stocks in your investment portfolio – either directly or through mutual funds or exchanged traded funds – you are a part owner in multiple businesses.
Often when clients are approaching retirement, we get the question, “Should I defer Old Age Security (OAS) or automatically take it at 65?”
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.
The Federal Government introduced its updated budget on April 19th.
According to Albert Einstein, “compound interest is the most powerful force in the universe.”
Ethics form an integral part of the foundation of the financial services industry.
The arrival of COVID-19 vaccines is providing a sense of hope for the eventual end to the global pandemic.
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
Financial engineering is the term used to describe an institution’s innovation in security design.
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.
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
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.
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.
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.
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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