Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
Senior Portfolio Manager
Senior Investment Advisor
As an experienced Investment Advisor, Dan understands making decisions that affect your life is a deeply personal experience. As your priorities and goals evolve, Dan will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Dan will help you preserve and grow your wealth through his tailored investment solutions. His portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps him with his objective of providing strong and stable growth of your assets in a wide range of market conditions. He delivers proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals.
Malaspina Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
Past President of Rotary Club of Parksville AM
Associate Investment Advisor
Associate Investment Advisor
Tricia joined forces with Dan back in 1998 and brings more than 25 years of industry experience. She shares Dan’s focus on life-based planning and sound financial decisions prior to and during retirement. Tricia believes that she takes every step to help ensure that our clients are introduced to various facets of life planning and collaborates with other TD Specialists to help deliver comprehensive services. Tricia loves interacting with clients and improving the wealth experience by putting their needs first. She holds the Professional Financial Planner (PFP®) designation and is also a Life Insurance Advisor with TD Wealth Insurance Services. Tricia helps our team evolve with the industry and the markets to provide a high level of advice. Tricia has served on the Executive Board for Oceanside Minor Lacrosse, on the Executive Board for Oceanside Youth Soccer, and as a soccer coach. She participates in fundraising events for cancer research and MS support, among other causes.
Associate Investment Advisor
Associate Investment Advisor
Client Service Associate
Client Service Associate
