Daniel Specializes in Assisting:
- Couples and Families
- Business Owners/Self-Employed
Daniel Specializes in the Following Services:
- Investment Report Card (portfolio review)
- Financial Planning
- Investment Planning
- Retirement & Pension Planning
- Estate Planning
“Understanding your finances is the best thing you can do for your family and your future.”
Daniel believes that education is a critical part of financial planning. He works with clients to help provide the knowledge and understanding so they can be confident in their personal financial decisions.
Daniel was interested in finance from a young age. After graduating from Simon Fraser University with a Bachelor of Science, concentration in Mathematics and Economics, he pursued a career at a large, traditional financial planning institution. Over his eight years there he completed his CHS, RRC, CFP and CLU designations while building and managing both a client base and team of financial advisors. With the birth of the first of his two daughters, Daniel started to re-evaluate his financial planning practices.
He wanted to focus on a financial planning perspective with education at the core – one where he could work with clients to really help them better understand financial practices and be confident in their financial decisions. This couldn’t be more important than in the world of investing – a subject that is usually fraught with uncertainty, stress, and lack of control for Canadians. It is here where he found his passion for helping clients gain clarity in an area that is largely misunderstood, and open to conflicts of interest. This led him to Money Coaches Canada where he carefully tailors and teaches each client the importance of financial decisions and how they can affect all facets of family life.
He one day hopes his daughters will share the same drive for knowledge and education around financial planning practices.
I had some concerns about the fees I was paying and the lack of service I had from my advisor. The Investment Report Card addressed these and gave me a workable plan. It helped ease my worries.
– Denise, Chiropractor
Secure and Empowered
We were lost when it came to the finer details of our finances. We needed help with budgeting and determining how much home we could afford while still feeling secure with the rest of our finances. Daniel helped us understand exactly where our money was going. He worked with us to craft a personalized financial plan. It was well-thought-out and detailed, and it outlined simple steps to achieve our short and long-term financial goals. We now have a much better understanding of our finances and feel empowered to reach our financial goals.
– John & Doreen, Estimator/SharePoint Developer
Investment and Retirement Analysis
We weren’t sure our investments were performing the way they should and we wanted to be more confident that our savings would allow us to retire in the fashion we desired. Daniel provided us with a good analysis of our investments and recommendations on how to proceed. The investment and retirement planning part of the process was extremely useful. We feel much better about our long-term goals now. We will continue working regularly with him and would recommend Daniel and his Money Coaching services.
– Joan and Ken