Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
B.Sc. (Hons)
CIM®
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.