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Dan Yanke

Portfolio ManagerInvestment Advisor

  • B.Sc. (Hons)
  • CIM®

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



What matters most to you – and what brings you here? 

Did you sell your business and are now looking for professional wealth management?
Has your portfolio grown to the size where you are now uncomfortable managing it by yourself?
Perhaps you are looking for tax-effective strategies to pass on your wealth to loved ones.
Or maybe you have investments with various firms and no clear strategy that connects them to your financial goals.
Our team works closely with individuals and organizations who are seeking professional, unbiased, investment and wealth management advice. Every client is unique and has specific financial, personal and emotional characteristics.  Each of these are factored into the comprehensive plan we create. 

Our focus at Ewald, Yanke and Associates Wealth Management is to act as trusted stewards of your wealth and to help guide you through the complex opportunities and challenges money can bring.  Having assembled a large team of professionals and limiting the number of clients we serve allows us time to be patient when explaining concepts or ideas to our clients. 

Please use this website to learn more about our team and how we can assist you.

We Are Here To Help You

We believe you will benefit from working with us.

Below are 5 reasons why:

·         Goals - Based Wealth Management
·         Pension - Like Portfolio Design
·         Discretionary, Fee - Based Money Management
·         Personalized Portfolio Asset Allocation
·         Deeply Talented Team

Goals - Based Wealth Management

As longtime practitioners of Goals-Based Wealth Management, we focus on what matters to you.

We begin each relationship with TD Wealth's Discovery process and spend a great deal of time understanding you, your family, and your unique needs and objectives. It is all about listening.

We work with your other trusted accounting, tax and legal professionals to create a plan designed specifically for you.

The plan we create is unique to your goals and objectives and covers 10 Wealth Considerations which make up the following 4 Wealth Pillars.


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.

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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.

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.

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.

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.


Toll Free: (866) 373-5576
Fax: (519) 725-5806
Branch Office: (519) 725-1214
Branch Fax: (519) 725-5806


We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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