Daniel Fry, BSc, FLMI
Investment Advisor, Vice President
Tel: (844) 266-8490
Fax (905) 404-0289
DANIEL FRY has been in the investment industry since 1980. He is an Investment Advisor, a Financial Planner, and Certified Professional Consultant on Aging. In 2002, Daniel became a Vice President.
"Investing is a love of mine. I am fluent with mutual funds, bonds, stocks, and insurance vehicles. By first creating a unique plan as the cornerstone of your investment strategy, we can build a strong growth or stable cash flow solution that changes as your needs do. Fee-based portfolios are my preference, as they are tax-efficient and client-friendly."
Certified Professional Consultant on Aging (CPCA)
Today, the word "retirement” has a much broader meaning than it once did. To provide Advisors with the knowledge and resources to meet the evolving needs of those approaching or in retirement, BMO Financial Group has provided access to the Addressing the Wealth Needs of an Aging Population: Certified Professional Consultant on Aging (CPCA) course. This is a comprehensive program developed by the Canadian Academy of Senior Advisors that explores the broad range of health and socio-economic issues on the minds of Canadians entering this stage of their lives.
Having completed the CPCA program, I have an enhanced understanding of the issues faced by pre-retirees and retirees as they approach and transition through the various phases of retirement. This educational program has given me the tools and expertise that will allow us to work together to identify practical options and solutions to help you achieve your retirement goals.