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Meet Our Team ​
Empowering Your Journey, ​
Every Step of the Way​

AT DANIELSON GROUP WEALTH MANAGEMENT

Our clients mean
the world to us

Our team is dedicated to helping clients achieve their financial goals with personalized strategies and trusted advice. With years of experience in wealth management, we focus on building lasting relationships based on transparency, integrity, and a deep understanding of each client’s unique needs.

We work together to deliver tailored solutions, guiding you through every stage of your financial journey.

meet the team

Frank Danielson
B.Ed, CFP®
Senior Financial Planner
Ray Glicksohn
B.Comm, CFP®, CIM
Senior Financial Planner
David Woo
B.Comm, CFP®, CIM, RFP
Senior Financial Planner
Tony Morgan
CFP®
Financial Planner
Adam Crompton
B.Comm, CFP®, CFA
Financial Planner
Alex Lam
B.Comm
Associate Advisor
Janet Gilray
Client Service Manager
Oxana Kosonogova
Senior Client Service Associate
Olena Buiakova
Client Service Associate
Hailey Andrews
Client Service Associate

OUR CORE VALUES

Guiding Every Relationship and Decision​

At the heart of Danielson Group are the values that shape how we serve our clients and impact our community. These principles guide us in building meaningful relationships, fostering trust, and championing the aspirations of those we work with. ​​

We are committed to compassionate service, collaborative partnerships, and a steadfast dedication to exceeding expectations. With courage, curiosity, and a focus on community, we strive to empower our clients and positively influence the world around us.​​

Explore how these values form the foundation of everything we do.​

Compassion

We believe in the power of compassion, prioritizing a deep understanding of our clients’ needs, wants, and dreams.

Collaboration

We forge strong partnerships with our clients and their advisors, ensuring they benefit fully from collective expertise.

Commitment

We exceed expectations by delivering an exceptional client experience rooted in professionalism, integrity, and respect.

Courage

We prioritize our clients’ interests by providing honest, unbiased advice, even when it challenges them to stay true to their goals.​

Curiosity

Our lifelong curiosity fuels meaningful relationships with clients and drives our growth, evolution, and innovation.
​

Community

We are committed to making a lasting impact in our community by supporting initiatives that improve the lives of children and youth.​

  • Research

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