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Daniel has been in the investment industry since 1995 after obtaining his BA in Economics and has been employed at Wolverton Securities (until PI Financial Corp. bought the firm in 2016) and PI Financial Corp. since. Daniel has many accreditations within the investments industry, including CIM, Options Accreditation, Management background from Branch Manager qualification and Investment Advisor training supervision over the years. Daniel works with a team that really tries to connect with the clients to ensure that they build portfolios representative of what the clients' goals are. Daniel's main goal has been, and always will be, to build portfolios that the clients understand and containing assets that do not keep them awake at night.