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SERVICES

“Daniel has done a fantastic job in creating my investment portfolio. After I first reached out, he replied within that very day and he was flexible in accommodating my request to meet. I felt very comfortable in discussing details of my finances, as he came across as extremely genuine and knowledgeable. Our discussion was comprehensive, and his approach to developing my portfolio considered my appetite for risk, current financial situation, short/long term goals, and future major expenses. He developed a detailed report that showed my portfolio allocation, and he explained the strategy behind each of the allocation percentages in detail. He also went above and beyond in offering general finance advice relating to savings and taxes, and he made the brokerage account creation process very easy to follow. I was very impressed at the quality of service offered, and I’d highly recommend him.”

RR, Trinidad

"Daniel is a brilliant and gifted Portfolio Manager that I was lucky to learn from during my time as an Analyst at ANSA McAL Group, an affiliate of ANSA Merchant Bank. What impressed me most was his ability to analyze complex information and provide clear and easy explanations. That, alongside his solid financial modeling skills greatly influenced how I approach my own analysis within the investment industry."

VM, Trinidad

Daniel has far exceeded our expectations thus far as our wealth managers. We started our relationship over 1 year ago, and he has been a true professional. His process for evaluating new clients is personalized and pragmatic. It revealed real-life questions and scenarios which my wife and I had not discussed before, but ultimately it helped us to understand our risk tolerance and determine realistic financial goals. Daniel gave invaluable insights on building a well-rounded portfolio, specific to us.

 

I believe every investor should go through his evaluation (Risk Assessment) process as it will surely put you on the path to achieving your investment goals. 

 

We had several consultation sessions with Daniel where he expertly answered all our questions, in a way we understood. This was extremely important to us and clearly demonstrated his expertise and depth of understanding.  

 

He is an excellent communicator - actively listening and giving relevant responses. He remains very accessible (email, WhatsApp, virtual meetings) and responds quickly to my many questions and concerns. Always composed and with a pleasant demeanour. Daniel has equipped us with sufficient information, and gave enough time for us to make required decisions. We’ve never felt pressured or overwhelmed in dealing with him. 

 

Through his approach, Daniel has earned our utmost trust and confidence. 

 

It is too early to comment on performance, as our portfolio is based on medium and long-term strategies. However, what is important to note is that Daniel explained everything that the portfolio will be comprised of, and we had the opportunity to question and change anything based on personal preferences.   

 

To further highlight his strategic approach, recently Daniel suggested and deployed a tax optimization strategy which would help maximize the returns on our portfolio as it reached a certain value. This was totally new to us, and we highly appreciated this proactive move! 

 

Daniel and his team have really demonstrated that they seek our best interest in helping us manage our wealth and maximize returns on our investment portfolio.

 

Highly recommend!

G.S. and spouse, Trinidad.

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