Personal Profile


Daryl brings over 15 years of professional financial experience in assisting clients to reach their financial goals. His hard work, commitment to excellence, and dedication to client success has achieved outstanding results in both investing and financial planning.
A longtime resident of Calgary, Daryl is married to his lovely wife Connie, and has three beautiful children, Jenessa, Matthew and Jonathan. This, coupled with an active role in the community and in his church, makes for a happy home life for which he is very thankful.
Daryl holds high standings in the Chartered Accounting community, Canadian Securities field, and in the Canadian Mutual Fund industry. He graduated at the top of his class from the University of Saskatchewan with a Bachelor of Commerce degree, major in Accounting and in Finance, and won top marks in advanced Taxation and Estate Planning, ranking third in the province.
Even after such a wide variety of academic experience and years of investment experience, Daryl's current professional development remains ongoing, with studies aimed at even more in-depth financial planning knowledge and advanced investment techniques. Such courses give Daryl a competitive advantage over other advisors as he keeps up to date with the latest information and methods.
Daryl was employed as a Chartered Accountant with the public accounting firm Touche Ross (now Deloitte & Touche). Here he managed a client base both in the tax/estate department, as well as being an audit senior for accounting and audit services, which was tailored to advise many large established national and local businesses. From this experience Daryl carries with him a wide exposure to business practices and models essential for understanding today's business, tax, and investment environment.
For the majority of his career, Daryl has been involved in financial planning and investment brokerage, today servicing a large base of clients from many walks of life, and in differing age groups and income/net worth levels. His client needs range from investing, retirement planning, to tax and estate planning. His emphasis is on long-term relationships, providing help to those needing guidance in their finances and investments. He takes the time to really understand each client, and gives them the encouragement, support and full advice they need.
Through Dundee Private Investors, Daryl can broker a wide variety of investment funds, GICs and bonds, and provide clients access to investment portfolios that fit their needs and build suitable portfolios without bias.
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