Meet our Speakers
Daniel works with HNW families, real estate developers and corporate executives, helping them preserve wealth, eliminate tax liabilities and gift strategically. He has facilitated charitable gifts of more than $1M for his clients.
Daniel holds a certificate in specialized health insurance (CHS) through The Institute for Advanced Financial Education and currently serves as the Treasurer of the Canadian Association of Gift Planners – Toronto (CAGP).
Daniel and his wife Deena live in Toronto along with their 2 year old daughter, Kayla.