Enjoy the experience of wealth without worry.
It’s all about you.

In this me-first world, it’s refreshing to know that there are finanical advisors who only focus on what YOU need.
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A good investment strategy is like a game of chess.

We understand how each component of your portfolio works in unison to help you reach financial freedom.
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Do I need a Family Office?

With wealth comes complexity: layered expenses, uncoordinated advice from numerous professionals and managing multiple vendors. It doesn’t have to be that way.
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At Danielson Group Wealth Management Our Clients mean the world to us.

Undeniably, our clients are the ‘why’ that gets us up in the morning. Every day, we have the opportunity to make a meaningful impact in their lives by helping them achieve their personal and financial goals. How amazing is that?

Each of our clients knows that we are their personal champions, every step of the way. Quite simply, our clients mean the world to us.

We’ve built our business around you,
because you deserve to feel…

People Happy W/ Their Financial Planning Agent Image - Danielson Group Wealth Management

find out more about our
consultative approach

Confident

Imagine feeling certain that you’re making the right decisions at the right time rather than feeling paralyzed with too many to make.

Empowered

When you have an action plan to reach your dreams and you know what you own and why, you’ll feel empowered.

Intelligent

When you work with a team who isn’t afraid to explain “why”, you’ll feel more intelligent.

Heard

When you’re included in the wealth management process, the right things happen. Working with us means you will no longer feel invisible.

Safe

Instead of feeling like you’re moving from one storm to another, you’ll feel like you’re anchored in a safe harbour.

Understood

When you’re understood by your advisors, then we’re all in the same boat, rowing together in the same direction.

Praise From Clients

Working with Tony is a pleasure. Our investments are well managed, but what we really value is our relationship. Unlike the frequent turnover of financial advisors at our bank, it is refreshing to rely on one person who understands our financial and personal priorities. We also appreciate that Tony regularly consults with our accountant. When we retire, we’re confident we’ll continue to enjoy the lifestyle we have now.

Janet E. McElhaney, MD, FRCPC, FACP

HSN Volunteer Association Chair in Healthy Aging
Frank is my personal CFO. He provides the highest level of service: he is ultra-organized, he’s proactive, and he respects my time. As an excellent communicator, he cuts through complex financial issues and consistently provides me with practical, highly effective advice. Working with Frank, I continue to exceed my financial goals.

Ian Wilkinson

Former President & CEO

Radical Entertainment
Before we met Frank, we were on an unknown path. Now, we have a specific plan to achieve our goals, and we know where we are in relation to those goals. Frank has a thorough knowledge of financial planning, and works very well with our existing accountant and bank manager. He consistently goes beyond what we expect of him.

Dr. Angelique Leung

Dentist & Former Director

BC Dental Association
David is knowledgeable and conscientious. His passion to identify financial solutions has led to an investment approach based on the research of the world’s leading financial minds. The result has been an investment strategy that is grounded in academic science. With a focus on client education, David and his team regularly communicates with us by email, phone calls and meetings. I can confidently recommend the services of David Woo.

Paul C. Burns

Founding Tutor at Quest University Canada

Emeritus Associate Professor at UBC, Retired
Frank and Ray are unlike any financial advisors we have worked with. They look far into the future assessing both income and expenses to give us a plan we can work with. They have taken the time to get to know us and our families. Now that our children are in their twenties Frank and Ray are providing them with invaluable advice about their finances, mortgages, and investing. Their timely reporting, annual general meeting, clear communications, and 100% service-oriented attitude has made them invaluable partners in our lives.

David Greer

Vice President, Marketing

Webtech Wireless Inc
Your high level of service and communication has exceeded our expectations and greatly eased the burden of the many financial decisions we have made over the years. Knowing how you have taken care of our financial needs, we would be pleased to refer you to our family and friends.

Dr. & Mrs. John Bowering

Anesthetist

St. Paul’s Hospital
Frank is an exceptional financial advisor. For both my business and in my personal life, I have always seeked knowledgeable professionals who I can trust. Frank continually explores and utilizes creative opportunities to reach people, enables fulsome discussion, and communicates on your level. He has brought a lot of comfort and confidence during the nutty times we're experiencing. For that alone, my relationship with Frank is priceless.

Greg Aasen

Co-Founder

PMC Sierra

Enjoy the experience of wealth without worry.

It’s all about you.

A good investment strategy is like a game of chess.

Do I need a Family Office?

At Danielson Group Wealth Management Our Clients mean the world to us.

Services
We Offer

Who We
Work With

Investment
Philosophy