Wealth Advisor & Portfolio Manager
Daniel Valmont is a Chartered Strategic Wealth Professional and a portfolio manager.
Wealth management advisors go beyond investment management, and are qualified to make broad-based recommendations in a wide array of finance-related areas.
With over 20 years of industry experience, he prides himself in building strong, long-lasting relationships with a select group of clients in order to deliver the highest quality service. His core values of trust, communication and mutual respect underlie everything he does
After graduating from McGill University, Daniel obtained a series of professional designations, including Chartered Investment Manager, Fellow of theCanadian Securities Institute, Portfolio Manager and Chartered Strategic Wealth Professional. Daniel has been trading options since 1995, and providing additional tax advantaged portfolio income by writing covered calls on select investment holdings.