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Daniel Merriam, CIM, FCSI

Wealth Advisor

Tel: 416-359-6552
Toll Free: 800-567-3008
Fax: 416-359-4571

Daniel Merriam, CIM, FCSI

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
Map

Contact Me




Our approach is different. Because our clients are different.
 
What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Daniel Merriam and his specialized team of experts are here to understand your life priorities and deliver on their commitment to:
 
  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance