Danny provides customized wealth advisory services to BMO’s high net worth clients. Danny obtains an understanding of each client’s needs, goals and financial situation in order to develop a comprehensive plan that simplifies complex subject matters such as: financial, tax, estate, and business succession planning. Furthermore, Danny leverages his extensive experience in private practice in order to provide high-quality plans and inform clients of the risks and opportunities inherent in such plans.
Danny joined BMO Wealth Management in 2017. In 2006, Danny began his career at Deloitte, an international public accounting firm, where he gained valuable experience in auditing large private and public corporations. After completing his master’s in Taxation in 2013, he joined Deloitte’s tax practice where he specialized in tax planning and compliance for public and private corporations. In 2015, Danny joined Richter LLP’s tax practice where he further specialized in tax planning and reorganizations for private corporations and business owners.