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    Daniel Gruchala


    Address

    1 First Canadian Place
    40th Floor
    Toronto, ON M5H 1H3

    Languages

      English

    My Background

    Daniel began his career in the wealth management industry in 2005. Daniel plays a lead role in the portfolio management process for our clients, and provides a high level of personalized service. Daniel holds a Bachelor of Commerce from Ryerson University; he is a Chartered Investment Manager (CIM), Derivatives Market Specialist (DMS), a Life Insurance Advisor with BMO Nesbit Burns Financial Services Inc, and Fellow of the Canadian Securities Institute (FCSI). The FCSI is the highest honour in Canadian financial services. This designation is only reward to those who meet the stringent experience, education and ethics requirements.

    The DMS certificate has allowed Daniel to improve and advance his knowledge on the topic of derivative investments and risk management portfolio administration. It also allows us to employ options trading for portfolio applications for our clients. Daniel also helps to ensure our clients have access to various professional services, by developing and maintaining
    relationships with corporate partners, as well as legal and accounting professionals.

    Daniel lives in the West End of Toronto with his wife. He enjoys spending his weekends golfing, reading and spending time with his friends and family.

    Our website is www.thegruchalawojtalgroup.com

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.