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In Good Standing
First Certified in 2019

Daniel Machado

Financial Planner, IG Wealth Management, Mutual Fund Division

Certified QAFP Logo QAFP Professional English Portuguese
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Contact info

Phone Number289-273-8121

Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Intergenerational Families Retirees Widows/Widowers Women Young Professionals

Financial planning services offered

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Divorce and separation Education planning Employee/Group benefit plans Estate planning Executive compensation and benefits Insurance Investment Credit and debt Professional corporations Retirement planning Small business/Business succession Tax planning Working with women

Minimum investible assets

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No minimum

Location

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199 Bay St., 2100, Toronto, ON, Canada, M5L 1E2

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.