Senior Wealth Advisor
The Daniel Investment Group
Glen provides an integrated approach to assisting a select group of individuals and their families manage their personal and business financial affairs. He focuses on helping his clients achieve their personal financial goals, minimize taxes and preserve capital. His expertise includes tax, estate and succession planning, and most importantly, a disciplined approach to portfolio management for over 20 years.
Glen is a strong advocate of providing clients with innovative and customized solutions; truly preparing them for any financial milestones they may face in the future. Glen works closely with business owners' planners, accountants and lawyers, providing cost containment strategies for business owners looking to strengthening their balance sheet. Glen is pleased to offer a CRA-compliant investment vehicle for corporation's HOLDCOs that can ultimate be extracted as a tax-free dividend in the client's lifetime.