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Dan Yanke

Portfolio ManagerInvestment Advisor

  • Hon.B.Sc
  • CIM®

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

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Welcome

What matters most to you - and what brings you here? Perhaps you have investments in different places and no clear strategy that connects them to your financial goals. Or maybe optimizing and organizing your financial life requires time you simply do not have. We work closely with highly accomplished individuals and organizations who are as motivated as we are. And rather than categorize these ambitious clients by arbitrary guidelines - such as age or life stage - we view each of them as having specific financial, personal and emotional characteristics that dictate how we can serve their best interests.

At Ewald, Yanke and Associates Wealth Management, we are committed to helping you meet your wealth goal by creating and implementing creative planning and investing strategies that grow assets responsibly in up markets, while providing improved downside capture during challenging markets, so that personal meaningful life goals are not compromised. Helping you to achieve your goals is the most important aspect of our relationship and regular interactions. Please use this website as a way to learn about us and how we can assist you.
 

Goals-Based Wealth Management

As longtime proponents and practitioners of Goals-Based Wealth Management, we put each client at the center of a highly personalized and integrated financial strategy. This allows us to look forward with clients, to help them prepare for distinct opportunities and challenges (both likely and unlikely). We also find it beneficial to serve fewer clients and continue to expand our team - and therefore, have the ability to deliver more value than they might have found elsewhere. 

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Investment Philosophy

Asset allocations are methodically devised and driven by client goals, not by short term market conditions. As such, we believe in long-term, strategic, pension plan style of investing.  We will increase risk exposure to assets we want to own for the very long term during market, sector, or company corrections. We believe in diversification, investing globally, tax efficiently, and systematically. For clients with low liquidity needs, we capitalize on illiquidity premium by allocating to alternatives such as private equity, debt and real estate. We are data driven, not emotion driven, and strive to educate and coach our clients on the benefits of doing so.

ADDITIONAL CONTACT

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

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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.

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    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.

    Next-gen tech that could rock the world and your portfolio

    AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

    Is it even worth my time to submit a $2 billing code?

    Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

    TD Economics

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

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Six Ways to Manage Stress and Stay Healthy

    Sometimes life throws you for a loop and you have little-to-no control over what happens.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?