The Team

We take the time to deeply understand our clients.

When you work with Danielson Group Wealth Management, you’re not just working with a single advisor. Our close-knit team of wealth advisors and associates works together to support high net worth families, business owners, incorporated medical specialists and retirees.

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

Financial Planner

Susie Howson

BBA, CPA CA, CFP®

Financial Planner

Adam Crompton, 

B.Comm, CFA

Financial Advisor

Janet Gilray

Senior Client Service Associate

Oxana Kosonogova

Client Service Associate

Debra Tarigan

B. Comm

Senior Administrative & Marketing Associate

Marisol Carlo

MBA

Senior Client Service Associate

Olena Buiakova

Client Service Associate

Marisol Carlo

Client Service Associate

In the community

Volunteering is an important part of our culture.

Helping to advocate for and make a positive difference in the lives of children and youth in our community is a philosophy deeply embedded in our corporate culture. We strive to provide meaningful contributions through volunteering and through financial contributions focused on the advancement of children’s literacy, health and social welfare.

Volunteering is a big part of our life at Danielson Group Wealth Management. We are passionate about doing what we can– as a team and individually – to make a difference in our community. On this page you’ll find a few of our favourite charities and a photo collage of our team at “work”.