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AT DANIELSON GROUP WEALTH MANAGEMENT

Our clients mean
the world to us

Undeniably, our clients are the ‘why’ that gets us up in the morning. Everyday, we have the opportunity to make a meaningful impact in their lives by helping them achieve their personal and financial goals. How amazing is that?
Each of our clients knows that we are their personal champions, every step of the way. Quite simply, our clients mean the world to us.
Services

We Offer

When you work with Danielson Group Wealth Management, you’re not just working with a single advisor.
Who we

Work With

Our close-knit team of wealth advisors and associates works primarily with:
  • High Net Worth Families
  • Business Owners
  • Medical Specialists
  • Retirees
Investment

Philosophy

Our investment philosophy has been heavily influenced over the past 20 years by the Nobel Prize winning work of Eugene Fama.

OUR SERVICES

How we help

The value we bring you goes well beyond choosing and managing the right investments. 
We delve into every aspect of your financial picture from insurance, to wills, taxes, business strategy and more.
We study your overall financial plan for issues and opportunity then help you discover more ways to make the most of your money and your life.

Investment Risk profile and overall investment Strategic allocation Socially responsible investing Ongoing monitoring and rebalancing Tax efficient portfolio Annual tax review/projection Trust planning Meeting with accountant Tax Planning Retirement Planning Financial goal discovery Cash flow projections What if scenario modelling Lifestyle funding Estate Planning Will and estate planning Estate and wealth transfer Philanthropic giving Family legacy planning Insurance Comprehensive needs analysis Business & personal risk Living benefits

Praise from clients

Frank is my personal CFO. He provides the highest level of service: he is ultra-organized , he’s proactive, and he respects my time. As an excellent communicator, he cuts through complex financial issues and consistently provides me with practical, highly effective advice. Working with Frank, I continue to exceed my financial goals.

Ian W.

President & CEO

Greg A.

Entrepreneur

Frank and Ray are unlike any financial advisors we have worked with. They look far into the future assessing both income and expenses to give us a plan we can work with. They have taken the time to get to know us and our families. Their timely reporting, annual general meeting, clear communications and 100% service-oriented attitude has made them invaluable partners in our lives.

David G.

Vice President, Marketing

Dr. John B.

Anesthetist

David is knowledgeable and conscientious. His passion to identify financial solutions has led to an investment approach that is grounded in academic science. With a focus on client education, David and his team regularly communicated with us. I can confidently recommend the services of David Woo.

Paul B.

Founding Tutor, Quest University

Denis & Christy B.

Entrepreneurs