Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundDaniel 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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