Daniel Melendez

Associate Investment Advisor


Daniel facilitates the day to day activities of the office, including opening new accounts, transfers, documentation, cash flow needs and any general account inquiries. Daniel will execute the administrative work we do with all registered plans (RSPs, TFSAs, RIFs, Etc.) held by our clients. In addition, he will follow up on our quarterly reviews and assist with the work required in preparation for our client's reviews. Bottom line, his priority is to deliver an unrivaled standard of customer service to our clients. Daniel is also fluent in Spanish.