Daniel Williamson

Daniel prides himself on his ability to demonstrate the value of cross border financial planning to his clients. Utilizing his expertise in trusts, pension transfers, retirement decumulation, and tax minimization, Dan presents his clients with financial solutions tailored to their needs and goals while always aiming to exceed expectations.

Previously, Daniel worked as an award-winning Financial Planner at the Bank of Montreal and RBC where he gained a breadth of experience that extends across banking, investments, and estates.

When he isn’t busy rooting for his clients, Daniel is rooting for his favorite NFL and NHL teams. As an avid sports fan, Dan combines his love of sports with his love of community through fundraising and volunteer work whenever he can and was recently the Top Overall Fundraiser at the Easter Seals Celebrity Hockey Classic.