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Daniel Song, Financial Advisor

FINANCIAL ADVISOR
Daniel Song

4889 Dundas Street West, Suite 1a, Etobicoke, ON M9A 1B2opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies
  • Estate and legacy strategies

About Daniel

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 our Branch Office Administrator, Margarita Nalisna. We work closely together to achieve our goal of providing...

Work History

  • Edward JonesJuly 2003 to Current

Personal Interests

  • Community Outreach
  • Fishing
  • Golfing
  • Spending Time with Family
  • Sports Enthusiast

Team Members

  • Margarita Nalisna
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(416) 239-0415

Fax

(877) 730-4729

Office Address

4889 Dundas Street West
Suite 1a
Etobicoke, ON M9A 1B2opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More