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Danny Costa
Stephanie Sankovic
Roseali Younan

Tel: 905-897-5218
Tel: 647-292-5184

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Background

Danny has been working with clients in the investment industry for over 18 years, most of that
time at BMO Nesbitt Burns. Prior to that, he ran the Institutional Equities Risk Management
Group at BMO Capital Markets followed by heading the New Products Group at BMO Trading
Products. Danny is a graduate of the University of Toronto with an MBA as well as a holder of the
CFA designation.

Business Philosophy

With extensive experience in Risk Management, we as a team are committed to helping clients identify,
assess and prioritize financial risks in order to maximize the realization of opportunities and
financial peace of mind. The Costa Team realizes that exposure to risk can be alarming and that is why we are
dedicated to creating a portfolio with strong risk/return features.

The Importance of a Sound Investing Partnership

Danny's financial planning process is summarized in 5 steps with a goal to give clients financial P.E.A.C.E.
of mind: 1) Partnership with the client to achieve financial success 2) Evaluating the client's
financial profile by using financial planning tools 3) Action which involves implementing the
financial plan's recommendations 4) Controls on risk. Regular assessment of the risk/return
relationship 5) Evolving the plan in response to the client's life changes.

Service Excellence

We work together as a team to provide clients with integrated investment
solutions that empowers individuals to make sound decisions in order to protect and grow their wealth. That is
why we regularly communicate with our clients. Clients are contacted at least once a quarter in addition
to annual face to face meetings. We believe in building lasting relationships and recognizing
that every client's situation contains a different level of complexity. By becoming deeply
involved, we can recommend value-added strategies for clients and their families.