Senior Investment Advisor
TD Wealth Private Investment Advice
Dan began his financial career in 1995 as one of TD Bank Group’s very first Investment Advisors. Following several successful years, Dan was promoted to Vice President and Managing Director of TD Evergreen in charge with co-managing the Eastern Ontario region. After growing the business considerably, Dan redirected his practice to focus exclusively on advising private clients.
Today, Dan specializes in managing the assets of affluent individuals, corporations and charitable organizations. Together with his long-time colleagues, Chris Martin and Alex Anderson, Dan launched the Ottawa Wealth Advisory Group at TD Wealth Private Investment Advice to offer a high calibre of investment acumen, extensive experience and first-hand knowledge in the major market cycles.
Dan’s goal is to focus on matching clients’ investment objectives to appropriate investments by utilizing dynamic asset allocation and risk management techniques while helping generate tax-efficient income for high-net-worth individuals, trusts and estates.
Dan is experienced in tough market conditions and has strong relationships with key analysts, traders and research professionals who assist him by providing him with knowledge and access to pertinent market information. He monitors an extensive array of research resources to stay at the forefront of the fixed income and equity markets. His experience in his previous career working for various high-tech firms gave him valuable business experience and insight into the markets. Dan actively connects his clients to other TD Specialists in taxation, estate planning and charitable giving.
Born, raised and educated in Ottawa, Dan is fluent in English and French. He is married and has five children. Together with his wife, Dan is enjoying the important and rewarding task of raising their family.
Ottawa Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Toll Free: 1(877) 275-5953
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075
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