Daniel’s coaching philosophy focuses on educating and empowering clients to make informed financial decisions. He provides a non-judgmental space to openly discuss goals and concerns. Daniel works closely with his clients to build the knowledge and confidence they need to take control of their financial future.
When Daniel graduated with a degree in math and economics, he was determined to succeed in the world of finance. He joined a large wealth management firm, built a successful practice, and rose quickly through the ranks to a management position. During this time, he continued his education and earned the Chartered Life Underwriter and Certified Financial Planner designations.
As the industry evolved, Daniel searched for an opportunity to provide unbiased and personalized advice that wasn’t tied to commissioned sales. He was thrilled to join Money Coaches Canada as an advice-only Financial Planner and Investment Coach. His compensation is now aligned with his values and is based on the quality of his advice, not the quantity of his sales.
Daniel specializes in creating customized financial and investment plans to help his clients reach their goals. With his guidance, Daniel’s clients gain clarity and comfort, and feel less anxious about their finances. Daniel loves hearing how alleviating his clients’ financial stress allows them to better enjoy each day and look forward to their future with direction and confidence.