For nearly two decades, Daniel has been guiding Canadian individuals, families, and businesses through complex financial decisions by helping them to accumulate, preserve and transfer wealth with confidence. After graduating with his BA from McGill University focusing on economics, Daniel went on to earn his CERTIFIED FINANCIAL PLANNER^® and Chartered Investment Manager designations, which have helped him to build relationships based on trust and transparency. Daniel lives in North Vancouver with his wife and three young children where he enjoys coaching youth soccer and skiing with his family.