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Daniel Valois, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Education savings strategies
  • Estate and legacy strategies
  • Wealth protection strategies
  • Special needs financial considerations

About Daniel

A strong financial strategy comes in handy when "life happens." It not only helps you reach your goals but also helps protect against unexpected events that could derail both your goals and your family's lifestyle.

I learned this lesson the hard way, but you don't need to. I'm here to help. As a long-employed engineer and project manager at Nortel, I found myself caught in its 2000-2009 progressive demise. I witnessed the experience personally, watched its impact on employees and the community at large, and tuned into the lessons of value investors such as Warren Buffett. I came away inspired...

Personal Interests

  • Technology
  • Traveling
  • Sports Enthusiast
  • Movies & Entertainment
  • Photography

Team Members

  • Joanna Konowalczyk
    Sr. 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 - 09:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

More to explore

My priorities

What are your priorities?

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

Take the quiz

Setting your path

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

Learn More