Home

The Daniel Investment Group

 

[Inspiring music]

 

[Glen Daniel

Senior Wealth Advisor

The Daniel Investment Group

CIBC Wood Gundy]

 

[Glen Daniel, a man in a business suit sitting in an office environment.]

 

>> Glen Daniel: I love working with people. I love the fact that I can sit down with someone and really understand their hopes and dreams, and be a financial steward for their wealth.

 

[CIBC logo]

 

[CIBC Private Wealth Wood Gundy]

 

[The Daniel Investment Group]

 

I've been managing money for over 27 years and helping clients prepare for any financial milestone they'll face in the future.

 

We offer a holistic approach to wealth management.

 

[A name sign on an office room window reading “Glen Daniel, Wood Gundy”, alongside the CIBC logo. Glen standing at a desk in a large office.]

Our team is pretty robust. I have my own portfolio engineering group, which consists of six CIBC employees that have one core competency.

 

The cornerstone of what we do starts with a financial plan.

 

[Glen meets a client in an office reception area. Glen and the client walk and talk through an office space. Glen and the client sit in an office meeting room while looking over and discussing some documents.]

 

No two clients are alike, so we try to cater to their specific situation. We deal with doctors and lawyers and entrepreneurs.

 

[Maureen Zhou, a woman in business attire sitting in an office environment.]

 

[Maureen Zhou

Wealth Advisor

The Daniel Investment Group

CIBC Wood Gundy]

 

>> Maureen Zhou: I work with a lot of immigrants, especially immigrants that were business owners back home and they come to Canada, it's a completely new and challenging environment for them.

 

>> Glen Daniel: Without a doubt, the top question that we get from our clients is: “Do I have enough money to retire?”

 

[A senior couple walking hand-in-hand on a beach. A senior couple sitting side by side, looking into the camera. A senior couple standing outside in an embrace.]

 

And that's why we always lead with financial planning. I pride myself on working with a team of experts in the fields of insurance, estate planning and tax planning in order to prepare them for any financial milestone they'll face in the future.

 

 One of the things we take pride in is a multi-generational approach.

 

[A large, multi-generational family sitting outside for a portrait. Three women of different generations looking into the camera for a portrait, with a hand making a heart shape around their faces in the camera. A multi-generational family standing on a backyard deck for a portrait. A large, multi-generational family standing in a bright room for a portrait.]

 

What we like to do is not only create financial plans for our current clients, but also create financial plans for their children.

 

>> Maureen Zhou: We’re here not just to help one client, we’re here to actually help their entire family.

 

>> Glen Daniel: We want to ensure that there is a seamless transition of wealth between generations.

 

[Glen, Maureen and another wealth advisor gather at an office table for a meeting. Glen, Maureen and another wealth advisor look over documents while gathered together at an office table.]

 

I love putting together a plan and watching it come to fruition.

 

[The Daniel Investment Group]

 

[CIBC logo]

 

[CIBC Private Wealth Wood Gundy]

 

[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.

The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.^TM]