Who We Are

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

Undeniably, our clients are the ‘why’ we get up in the morning. We are immensely grateful for the opportunity to have a meaningful impact in their lives. Helping our clients and their families achieve their personal and financial dreams creates a ripple effect, inspiring others to make a difference in the world.

Frank Danielson

Frank Danielson

B.Ed, CFP
Senior Financial Planner
Ray Glicksohn

Ray Glicksohn

B.Comm, CFP
Senior Financial Planner
David Woo

David Woo

B.Comm, CFP, CIM, RFP
Senior Financial Planner

Tony Morgan

Tony Morgan

Financial Planner



Susie Howson

Susie Howson

BBA, CPA CA, CFP
Janet Gilray

Janet Gilray

Senior Client Service Associate
Debra Tarigan

Debra Tarigan

B. Comm
Senior Administrative & Marketing Associate
Oxana Kosonogova

Oxana Kosonogova

Client Service Associate