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Contact Us

Tom Norton
Joel Widmeyer
Jesse Dugard
Aline Stanboulian
Lori Ann Hofstetter

Tel: 519-886-3342

Address
20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2
Map

Other Locations

3 King St S
Waterloo, ON
N2J 1R1

Our Partner

Wealth Management Consulting

BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom we can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.

 

About our Wealth Management Consultant


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®.