Investment Decisions
You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
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 Location
As a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice, Dan specializes in managing the complex financial affairs and daily investment management for some of the most successful individuals and corporate investment accounts.
Dan was born and raised in Kitchener and graduated from University of Guelph. After owning and managing multiple companies, he found his passion was with the stock market. In 2010, he decided he wanted to help others in this endeavor and joined the brokerage industry, managing money for a vast array of clients. Dan holds multiple designations including Chartered Investment Manager (CIM®), as well as the Responsible Investment Specialist.
Since 2014, Dan’s approach as an active Portfolio Manager includes an investment approach that is tailored to each client’s unique set of needs. Dan follows a disciplined approach to investing, executes a solid foundation of professionalism matched with a passion for building and maintaining rewarding relationships with clients.
Away from the office, Dan enjoys spending time with his wife Jaime, daughter Kensington and son Langdon. He enjoys playing hockey and is a former member of Team Canada's Ultimate Frisbee - though his competitive days are now behind him.
Phone
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.
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.
Discretionary, Fee-Based Money Management
Dan Yanke is a Senior Portfolio Manager.The Senior Portfolio Manager title is one of the highest qualifications an investment professional can achieve in Canada. It represents years of advanced education and extensive experience advising clients and managing investment portfolios.
At 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 a Senior Portfolio Manager, Dan is 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.
Read more about the benefits of Discretionary Investing:
Transparent Fees
One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
Swift Decision Making
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.