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- Multiple Award-winning Financial Advisor - 2022 accepted into MDRT membership - 2021 & 2020 Top 20 DFS Independent Network Advisors in Canada - 2021 Financial Advisor of the Year - 2020 Top Insurance Advisor - What is the difference between working with “an advisor” and a “top financial advisor”? - Our core values of ✔️ Trust ✔️ Care ✔️ Engage ✔️ Learn Range of our services include: ✅ Retirement Planning ✅ Tax Planning ✅ Estate Planning ✅ Education Planning ✅ Investment Advice ✅ Financial Security Planning ✅ Life and Health Insurance Advice & Risk Planning ✅ Wealth Management Solutions for High Networth Individuals ✅ Inter-generational Wealth Transfer planning Have you set your long-term financial goals yet? Do you have someone who is a mentor, coach and your personal financial advisor that you can trust for guidance, expertise and achievement of your financial peace? A trusted financial advisor could boost your retirement savings by 60% and retirement consumption by 25% if you are a late saver. Or if you are a young professional, your retirement savings could be boosted by 55% and retirement consumption by 23% if you had a trusted advisor working with you. (Conference Board of Canada, 2020) We work as that trusted Financial Advisory team, primarily with C-suite executives, Professional business owners, entrepreneurs, realtors, real estate investors and public sector executives to help them achieve long-term financial peace and happiness which comes with that achievement. With my past experience as a Public Sector Employee & Executive, I understand the defined benefit pension plans, extended healthcare benefits, perks and gaps in those plans that I never understood or got guidance on. Similarly, on my Entrepreneurial journey of starting and successfully exiting two out of three ventures, I have seen the highs of being a successful business owner, while still being vulnerable to financial, health and life changes that can alter the course of your journey if not planned well. And as a current real estate investor, I understand the importance of estate planning while building wealth through real estate. This has also helped our team to become experts in advising realtors and real estate investors.
1. Transforming people’s lives by helping them achieve financial peace and happiness.
2. It’s super gratifying when small tips on financial planning bring big positive changes in long-term.
I’m a serial entrepreneur, this being my 4th successful venture on 3rd continent. I had my first business, an advertising agency at the age of 21, sold it at 24 and moved to UK. Then we started our own management consulting firm that was bought over by a larger firm after 4 years in operation. And then a Business Consulting firm in Canada that slowly expanded into Financial Services and is now a full-service top Financial firm.
1. Our core values are the most important asset that differentiate our practice from the others.
CARE
We care for our clients, their families and our communities. Client First is not a buzzword for us, but we live it every moment.
TRUST
Client Confidentiality, treating everyone with Respect, advising with Honesty, Transparency and Integrity are our keys to building trust and long-term relationships with our clients.
LEARN
We believe in Financial Education for our clients, our community and especially our children and youth. We are life-long learners ourselves, continuously updating and upgrading our knowledge.
ENGAGE
We always work in collaboration with our clients. We believe in community engagement and playing our part in nation building and stronger communities.
2. Our range of services, depth of knowledge & expertise, variety of investment & insurance products offered gives you a holistic overview of your financial health, and allows you to choose what’s the best and most suitable for you.
3. The independent nature of our advice means you’re not forced to choose only a particular bank or insurance company to fulfill your needs. Instead, as an independent platform, we have access to 27 life-health insurers, over 80 investment fund companies and thousands of products without any bias towards any particular one.
1. Over 95% of our business is now conducted online, predominantly via Zoom/Microsoft Meetings/Google Meet. Regulatory changes in Investment and Insurance world have now allowed us to use electronic signatures, verifying identity online and other such measures that have made it convenient for both clients and advisors to build relationships remotely. (The only exceptions are some government documents such as RESP grant forms or Transfer forms that still need to be signed, scanned and sent back).
2. We are making it very simple for our clients to communicate with us via email, phone, text, WhatsApp, telegram, Facebook messenger and any other means that clients find convenient for them. This also means much quicker responses to your queries instead of waiting endlessly for an email that may end up in your spam/junk folder.
3. Currently, we serve clients from Windsor, Waterloo to GTA; to Barrie & North Bay; to Kingston, Cornwall and Greater Ottawa region; and Sudbury to many other small northern Ontario towns.
1. Remote meetings, electronic signatures, enhanced communication and use of various electronic/social media to communicate.
2. We still operate out of our office, though most of our administrative staff are still working remotely. We are definitely following the updated guidelines and operating safely out of our offices.
4.89/5.00
based on 8,618 reviews
Dan takes an unconventional approach to investing that I found refreshing. He took time to explain his strategies that require understanding and a tolerance for risk. Then you choose what’s the right fit for you. The upside has been the growth actualized in my accounts. I have also learnt so much from the experience. What I now know helps me to ask better questions , and make better decisions around how I manage my investments Mike
24 Apr 2024
Thank you for the advice. It was right on the money. Everyone should have access to professionals like him. I am at ease about my next steps.
23 Apr 2024
Great guy gave me good advice what to do will always call him back
19 Apr 2024
