As an Investment Advisor with BMO Nesbitt Burns, Daniel combines his expertise on retirement, estate planning, and investment strategies, with the top rated* investment research provided by BMO Nesbitt Burns to bring an unmatched strategic capability to the investment planning process for his clients.
A lifetime resident of Vancouver Island, Daniel is actively involved in the commmunity as an active Director and the past Chairperson of the Cowichan District Hospital Foundation, and a member of the Cowichan Golf & Country Club.
Working with Daniel since 1997 is Michael Lee, Associate Investment Advisor. He is fully qualified to relate market information and implement investment recommendations. Michael lives in the Cowichan Valley with his wife and two children, and is an active member and past Director of the Duncan Rotary Club.
In Daniel's continual commitment to providing excellent client service, the team was enhanced with the addition of Jennifer Leitner Nydahl, Associate Investment Advisor. She ensures a personalized approach is taken with all administration pertaining to your accounts.
When clients begin working with the VARGA INVESTMENT GROUP, they will establish a partnership that will help identify their financial goals, while reflecting each client's unique requirements: income and security, tax considerations, current portfolio, past investment experience, and comfort with risk.
The VARGA INVESTMENT GROUP provides clients with a balanced approach to investing, which is soundly based on the principles of Trust, Discipline and Privacy.
What our clients can expect:truly exceptional service, investment strategies that are consistent with their long term goals, and personal commitment from a team with the utmost professionalism, integrity and trust.
About the Varga Investment Group Philosophy
I believe our team approach significantly enhances our clients' overall long-term financial success with the personal attention, proper planning, and ongoing counsel of our qualified and dedicated team.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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