Daniel Williamson

Cross Border Financial Planner

CFP® PFP®

 

Email: dwilliamson@mcacrossborder.com
Telephone: 647-577-5138

Daniel is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.

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.

Education
  • Bachelors in Commerce, Queens University 2015
CERTIFICATIONS & MEMBERSHIPS
  • Certified Financial Planner® (Canada)
  • Personal Financial Planner (PFP®)

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Daniel Williamson

Daniel Williamson

Cross Border Financial Planner

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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