Meet Our Team

Daniel started his career in international trade and foreign direct investment representing Canadian, American, and European companies in Chile, Argentina, and Brazil. When his president and mentor died suddenly, Daniel picked up the mantle and continued to service the clients and develop their interests abroad and in that developed a strong consultancy representing companies in several countries with business interests all over the world. He later sold this business and shifted his focus to personal finance helping other business owners plan for disposing of assets and enjoying the fruits of their efforts. Daniel also dedicates his time, a significant portion of which is pro-bono, to helping survivors of tragic losses manage the proceeds of personal injury and medical malpractice settlements as well as estates from lost loved ones. Daniel has a passion for the wellbeing of his clients and takes their needs to heart. When not in the office, on the ski hills, or on the tennis court, Daniel enjoys taking his kids into the backcountry to teach them canoeing and survival skills. He also leads a Cub Scout Pack and believes strongly in giving back to the organizations that helped develop his leadership skills. He is a dedicated father, husband, and Scouter. 

Janis Bellman is a dedicated and experienced CERTIFIED FINANCIAL PLANNER® (CFP®) professional with a passion for helping individuals and families achieve their financial goals and security. With an extensive background in the financial industry, Janis possesses a deep understanding of the complexities and challenges clients face in today’s ever-changing economic landscape. Over the years, Janis has developed a particular expertise in SUDDEN WEALTH MANAGEMENT™. She has helped many clients learn to be good stewards of large insurance and divorce settlements, estates, and lottery winnings.

Throughout her career, Janis has developed a reputation for her strong analytical skills, attention to detail, and comprehensive knowledge of investment strategies, retirement planning, tax optimization, and risk management. She keeps abreast of the latest industry trends and regulations, allowing her to provide up-to-date and informed advice to her clients.

Lisa has over 20 years experience in the corporate finance world including 10 years in the financial services, IT and Telco industries. She also founded, built, and sold two companies before moving into advisor services.

Throughout her career, Lisa has realized that one of the most difficult, and yet necessary, tasks that mature companies must address is occasionally undergoing significant change and restructuring. Having been a part of teams involved in this, Lisa has seen corporate leaders do it right and do it wrong. Her experience in these rollovers has equipped her with the skills and knowledge to become one of Ontario’s premier consultants in this area.