20 Erb St W, 4th Floor
3 King St S
Daniel G. Strickland, , bMOS, JD, TEP
Senior Wealth Planning Consultant
As a member of the Wealth Management Consulting team, Daniel brings together the knowledge and experience of BMO’s in-house tax and estate experts and work with Investment Advisors and their clients to develop sound wealth management plan.
Daniel provides support and direct about a wide range of complex issues such as retirement planning, tax planning, business succession planning, farm succession planning and financial planning for people with disabilities.
Before joining BMO Nesbitt Burns, Daniel was an associate lawyer at a large regional law firm, practicing in securities law and estate planning. A large portion of Daniel’s practice was on planning for families with disabled family members and has been published and interviewed in national legal magazines about disability planning.
Daniel is a graduate of Huron University College at Western University with a finance degree and a graduate of the Western University Law School where he focused on taxation. Daniel is currently pursuing the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER®.