BIOGRAPHY

After 15 years in progressive management roles, I made the decision to exit the corporate world and become a Certified Financial Planner®. I understand how it feels to be faced with a major life decision and am here to help you build your plan.

Financial planning has always been part of my life; my father co-founded our office in 1995, with GP Wealth Management later becoming our mutual fund dealer. In 2011, I co-founded an incorporated automotive shop with my husband, which continues to grow with six employees.

As a former corporate employee, business owner and a Certified Financial Planner focused on Exit Planning, I look forward to taking a disciplined approach to supporting you with the decisions and opportunities that lie ahead.

PLANNING YOUR CORPORATE EXIT

Whether you are considering a new job, self-employment, or retirement, in order to step away from the corporate world with confidence, you need to have a solid plan in place. That is why I developed the Great Exit™ Planning Process.

The Great Exit™ Planning Process begins with an in-depth review of your current financial situation and a detailed discussion around your personal and financial goals. Deliverables include your customized Great Exit™ Plan, along with five supporting plans: your Retirement Plan, your Investment Plan, your Financial & Tax Plan, your Insurance Plan and your Estate Plan.

Whether your exit is months away or years in the future, the best time to start planning is now.

MY COMMITMENT TO YOU

• To Always Act in Your Best Interest
• To Deliver Clear Recommendations with Fact-Based Rationale
• To Be your Planning Partner and Resource
• To Provide Great Communication and Attention to Detail
• To Offer a Choice in Fee structure with full Fee Transparency

Let’s get started. You can contact me at (519) 732-7741 or by email at jdaniel@gpwealth.ca.