Tim Daly

Tim’s focus is financial and true wealth planning and he does that by making the best investment choices. Anyone over the age of 45 should be working off a financial plan but the most important part is the best financial solution. Cost is one of the most important constraints to a good return. Tim’s philosophy is a buy and hold of dividend payers based on research and he takes his fiduciary responsibility very seriously. He would also take advantage of bought deals, IPOs and would also use ETFs and mutual funds.

Contact :
Je réponds à ces types de besoins de placement :

• Gestion holistique du patrimoine
• Création de richesse
• Planification financière complète
• Planification fiscale
• Solutions d’assurance

tdaly@cgf.com
403.508.3802
800.818.4119 (Numéro sans frais Canada)
Fax: 403.508.3823
https://www.linkedin.com/in/tim-daly-43436411/

• Calgary