Daniel Zinn, Financial Advisor

Focus Areas

  • Business owner considerations
  • Wealth protection strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Sustainable Investing

About Daniel

Throughout life you make decisions that will have a significant impact on your financial future. At these moments it's important to have an advisor that knows you personally and understands your goals and priorities. As a Financial Advisor, I believe the relationship we build is vital to providing the best possible advice. My goal is to make a positive difference in the daily lives of each client I work with.

I practice complete wealth strategies, which involves developing a holistic financial strategy that takes into account both the expected and unexpected events that can happen in life. This means I...

Work History

  • Edward JonesMay 2007 to Current

Education

  • University of British ColumbiaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Golfing
  • Hockey

Team Members

  • Michaela Kihszl McPhie
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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