“It is really refreshing to work with Daniel and his team, who truly demonstrate an avid interest in their clients’ needs and financial goals. We have a genuine feeling in the absolute integrity and passion dedicated to the management of our portfolios.”
Entrepreneur - Client since 1992
“Your professional, honest and caring ways inspire my trust and respect and I gladly recommend your services whenever possible.”
Lawyer - Client since 2004
“As a retired actuary, I wanted to deal with someone who was professionally qualified – an experienced and knowledgeable advisor with a strong team. Daniel has over 30 years of experience managing clients’ portfolios. He is a Chartered Investment Manager (CIM) and holds the Fellow designation of the Canadian Securities Institute (FCSI). ”
Actuary - Client since 2007
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.