Throughout life you make decisions that will have a significant impact on your financial future. At these moments it's important to have an advisor that knows you personally and understands your goals and priorities. As a Financial Advisor, I believe the relationship we build is vital to providing the best possible advice. My goal is to make a positive difference in the daily lives of each client I work with.
I practice complete wealth strategies, which involves developing a holistic financial strategy that takes into account both the expected and unexpected events that can happen in life. This means I want to understand what's important to you before we invest. We'll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to keep you on track.
I'm originally from Lake Country, BC and have now made Langley, BC my home with my wife, Kaitlyn. Prior to joining Edward Jones in 2007, I received my Bachelor's Degree from UBC. I am currently a Limited Partner with Edward Jones. I hold three professional designations: Certified Financial Planner®, Chartered Investment Manager®, and Fellow of Canadian Securities Institute®.
My branch office administrator, Michaela and I are here to help you and we are dedicated to providing you with the best possible client service. We predominately work with families, professionals and business owners with both active and passive companies.
Thousands of people and advanced technology support our branch from our headquarters in both Canada and the USA. This helps ensure you receive the most current and comprehensive guidance.
In addition, we welcome the opportunity to work with your accountant and/or attorney to deliver a comprehensive, tailored plan that leverages everyone’s expertise and helps you achieve your goals.
We look forward to hearing from you and having the opportunity to discover what is important to you and how we can help.
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Business Owner Considerations
- Wealth Protection Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberDaniel C Zinn at (604) 882-9477
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:30PM|
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