Whether you're planning for retirement, saving for university for children or grandchildren, or protecting the financial future of the ones you care for the most, I partner with my clients to address specific needs. My clients are individual investors, retirees, professionals, and business owners.
I have an established process that enables me to build personalized strategies to help you achieve your goals. I want to understand what's important to you and partner together to help keep you on track.
Our office is run by Branch Office Administrator, Tristen Chew. We work closely together and our goal is to provide the highest level of service to our clients.
When not in the office I enjoy spending time with my wife, Jen, daughter, Emma, and son, Andrew. I enjoy golfing, fishing and being part of my church community.
I am grateful to the families who we partner with and look forward to meeting similar people who we can serve.
My Personal Interests
- Community Outreach
- Spending Time with Family
- Sports Enthusiast
Phone NumberDaniel Song at (416) 239-0415
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More