Dan Yanke

Dan Yanke

Senior Portfolio Manager

Senior Investment Advisor

B.Sc. (Hons)

CIM®

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(519) 725-1186

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

Following graduation from the University of Guelph with an Honors Marine and Freshwater Biology degree and a minor in Business Administration, he owned and managed multiple companies. His passion, however, was with the stock market, so he began managing money for his friends and family.  For the past 8 years he has worked in the brokerage industry managing money for a vast array of clients.  In 2014, Dan completed the rigorous training for the Chartered Investment Manager (CIM®) designation.

His technical expertise in investment management and economics provides him with the foundation to his holistic approach to wealth management. He tailors investment strategies to complement clients life goals and business objectives, as well as estate and charitable-giving intentions. 

Dan understands that each client’s wealth management vision is unique and takes a personal approach to every relationship he builds. Trust and integrity are fundamental characteristics of his practice. 

Away from the office Dan spends much of his time with his wife Jaime, daughter Kensington and son Langdon.  He is active in the community as a member of the Kitchener Grand River Rotary Club, a committee member and session leader of Camp Enterprise, an entrepreneurship opportunity for high school kids, and an active athlete playing hockey, squash, golf and Ultimate Frisbee for Team Canada.

Ewald, Yanke and Associates Wealth Management 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.

Phone

Toll Free

(866) 373-5576

Fax

(519) 725-5806

Branch Phone

(519) 725-1214

Branch Fax

(519) 725-5806

Certificates

B.Sc. (Hons)

CIM®

Deeply Talented Team

With decades of combined on-the-ground experience and formal education in a range of relevant areas – including financial planning, business, accounting and tax – our team members are particularly well qualified to help you articulate and reach your financial objectives.  Because our team member's ages cover 4 different decades, we can not only relate to members of all demographic groups but can ensure a great continuity of service to our clients for years to come.

Drawing on this deep talent, as well as the expertise of various TD Specialists, we can provide you with a range of strategic planning services that is often only seen in family office environments.

Simply put, we are professionals.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Personalized Portfolio Asset Allocation

The asset allocation we recommend for you is methodically devised and driven by your goals, time frame and risk tolerance - not by short-term market conditions.

Depending on your stage in life you may be focusing on growing your wealth, protecting your wealth, or transferring your wealth; we align your portfolio to your current objectives and adjust it as your objectives change.

Pension-Like Portfolio Design

Pension funds take a long-term view of money management and diversify into several asset classes.
We do too.
Market volatility is inevitable. However, our portfolio is designed to help grow assets responsibly in up markets, while aiming to provide improved downside protection during challenging markets.
Gone are the days where the traditional 60/40 portfolio will continue to be effective.  We think about new ways to manage your money for today and the future.
We manage money using a combination of strategic and tactical decisions.

Strategically, the portfolio is diversified into several asset classes and geographical locations.  The asset classes include public and private equity, public and private debt, hard assets and alternative assets. Geographically, we allocate money to Canada, the US, Europe, Asia and Emerging Markets.

Tactically, we monitor and, when deemed appropriate, change the portfolio's geographical weightings, asset class weightings, investment constituents or foreign exchange hedges to capitalize on market, sector or company corrections.

For clients with low liquidity needs we take advantage of illiquidity premiums by allocating a portion of the portfolio to alternative investments such as private debt, equity and real estate – just like pension funds do.

Discretionary, Fee-Based Money Management

Mark Ewald and Dan Yanke are Portfolio Managers.

The Portfolio Manager designation is one of the highest credentials an investment professional can achieve in Canada. It is recognized by securities regulators and represents years of advanced education and extensive experience advising clients and managing investment portfolios.

TD Wealth Private Investment Advice Portfolio Managers are held to high standards. They must not only hold industry-specific credentials, but also meet TD Wealth's stringent qualifications.

As portfolio managers Mark and Dan are permitted to run client portfolios on a discretionary basis. 

We do not receive compensation from anyone other than our clients.

We believe our existing clients know that we always recommend only investments we believe are the best for them; with the fee-based platform we want our new clients to feel comfortable that we have absolutely no biases when building our model portfolio.

Decision Making

You no longer have to make daily investment deciscions - you can entrust them to our team. We can manage money for you, not just with you.

Transparent Fees

One transparent, asset-based fee with no comission per trade lets us focus on driving your profolio's success without worrying about the cost of trades. 

Swift Action

Sudden Opportunites and risks can be addressed swiftly without waiting for your approval.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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