Danny is a Montreal native who received his bachelor's degree from McGill University in 1986. He began working in the financial services industry in 1990.
Before he became a financial security advisor in 2008, he spent 18 years working for major Life Insurers. Teaching is one of his passions and for 10 of those 18 years he trained employees in all facets of Life Insurance and Investment products.
His desire to help people led to his wanting to share his knowledge and expertise for the benefit of others. As a result, he became an independant financial security advisor in 2008. The choice to be independent was deliberate. It allows him the freedom to provide advice and personalized solutions for his customers without external factors.
No sales pitches, just unbiased advice tailored to the needs of each person, family or business he deals with.
With a broad set of skills that includes small business and succession planning, he brings a lot to the table for the benefit of his clients. In an effort to provide help where it can do a great deal of good, he began helping the Special Needs community. With the help of trusted and specially qualified legal professionals, he is able to provide full legal and financial solutions to people affected by disabilities.
On the personal side, he is a father of two and still lives in Montreal. One of his biggest passions is music. It is a major presence in his life in one form or another...listening, watching or playing. He also loves to teach and has been a private tutor in Math and Physics to help students succeed in the courses which they were struggling with.
Helping others is part of his core. He has been volunteering in the community since the 1990s when he began helping underprivelidged kids go to summer camp by being a member of the Fossils Club. Currently he helps out his son's Air Cadet squadron. Whether it is friends, family, or volunteering, helping is what he does.
“Danny is a very considerate and thoughtful Financial Adviser. He gets to know you and understands your situation to better give you sound and secure advise. He takes the time to explain and is always available to answer questions. He looked at my divorce and helped me to create a budget, get a better life insurance and mostly to invest wisely from long term goals to short term investment to give me a good sense of financial security. I have trust in Danny’s advise and guidance.”
“Danny has been nothing but helpful. We are dealing with large amounts of debt and he has been able to come up with a plan to both help us get out of debt as well as save for the future. In addition to his incredible financial planning skills, he is friendly and easy to work with. Danny always listened to our concerns and planned around our lifestyle. We are extremely grateful for his help and his friendship. ”