Wealth Management Team
Daniel focuses on investment strategies, conducts advanced financial planning and oversees internal systems and processes to ensure quality service delivery to clients.
Born and raised Mexico, Daniel moved to Nanaimo, BC to attend university. He joined Integral in 2008, interning with the Sullivan group. Upon completion of his internship, Daniel was hired full time as an advanced financial planner working with high net worth clients.
Daniel holds a degree in Chemical Engineering from the Instituto de Estudios Superiores de Tamaulipas in Mexico and an MBA from Vancouver Island University. Daniel is a Certified Financial Planner® (CFP®) professional, a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®)
**Note that we are in a temporary office space while our office goes through renovations. Our temporary office is located at 302-155 Skinner Street, Nanaimo, BC V9R 5E8**