Daryl Danchek, Investment Advisor,Red Deer, AB

Phone

Office

Office Location

4902 Gaetz Ave., Suite 102 Red Deer, AB T4N 4A8. map

With 20 years experience in the investment and wealth management industry Daryl takes a comprehensive approach that extends beyond investing to help his clients achieve their vision of success. It's not just about investing, it's about building relationships. His down to earth personality and compassionate nature enable him to guide you to determining what really matters to you the most. Life is filled with uncertainty and that is why Daryl takes pride in delivering advice and solutions to help protect the things and people you value at every life stage. Daryl will take you through a discovery process using behavioral finance theory to uncover the values behind your personal vision of success and help you determine what truly matters to you. His passion for guiding his clients towards their financial and life goals shines through in every step of the journey.

In his spare time Daryl enjoys spending time with his family and friends hiking, camping and back yard BBQ'ing and travelling to BC to enjoy the scenery and wine. Winter you will find him skiing, cooking up at storm in the kitchen and hosting various family and friend get-togethers. It's all about quality time with his loved ones.

Phone

Toll Free

1(877) 723-1549

Branch Phone

(403) 357-1859

Branch Fax

(403) 357-1854

Your Goals, Our Priorities

We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Building Net Worth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies to help you build your net worth. To keep you up to date on key financial considerations, I've included some content below for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Protecting what matters

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected. To help with that, I've included a few articles below that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Retirement Planning

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.

Will and Estate Planning

Portfolio Management

Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

Based on a personalized Investment Policy Statement, we will regularly review your investment strategy and discuss any recommended adjustments. Changes in your life, emerging economic and
market trends and opportunities, as well as Portfolio performance, will guide the ongoing portfolio management process.

Tax Planning

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

The Planning Process

Building Net Worth

Protecting what matters

Polly – Moving forward with the right financial plan

Nick & Justina – Business owners teaming up with TD Wealth

Tailored Solutions

Retirement Planning

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Will and Estate Planning

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Portfolio Management

Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

Tax Planning

Tax Planning

Your unique goals

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Daryl Danchek