Glen Daniel

Background

About Glen Daniel

The Daniel Investment Group, led by Glen, offers a unique and comprehensive approach to financial management for a select group of individuals and their families. Our focus is on helping clients achieve their personal financial goals, minimize taxes, and preserve capital. With over 27 years of experience in tax, estate and succession planning, and portfolio management, we have the expertise to provide customized solutions tailored to our clients' specific needs. As a strong advocate for innovation, we work closely with business owners, accountants, and lawyers to provide cost-saving strategies that strengthen the balance sheet. In addition, we offer a CRA-compliant investment vehicle for corporations HOLDCOs, that can ultimately be extracted as a tax-free dividend in the client's lifetime. At The Daniel Investment Group, we take a disciplined and proactive approach to financial planning, ensuring that our clients are prepared for any financial milestone they may face in the future. We're committed to providing exceptional service and personalized attention to each and every one of our clients.