Daniel Roy CD, BA, MA, CFP®, EPC, CIM®, FCSI®, CIWM®, CRC, RRC

Principal Instructor

A 32 year veteran of the financial life planning industry, Daniel brings forward his vast knowledge on the issues surrounding the creation, the management and the preservation of personal wealth.  Daniel has a thirst for knowledge and has an ability to present complex issues in a clear and understandable fashion.  Daniel is one of the former hosts of Rogers TV's "Ottawa Experts" and a regular contributor to the Ottawa based Tone magazine.  A former military man who resonates with the Peaceful Warrior movement of change and inner transformation which honors his own aboriginal roots, Daniel is a true speaker of Truth.  He has studied extensively with a variety of leading human potential experts including T. Harv Ecker, author of the New York Times bestseller "The Secrets of the Millionaire Mind".  He is a practicing Certified Financial Planner, Certified International Wealth Manager and Certified Retirement Coach and has a diverse client base all over Canada.  Daniel is the author of The Essential Guide to Retirement Readiness.  He is also a public speaker on the subjects of personal wealth mastery, retirement transition planning and tapping into one's human potential.  Daniel enjoys the outdoors, skiing, cycling, traveling, reading and spending time with his family.  He shares his passion for military history and technology as a volunteer guide at Ottawa’s Canadian War Museum.


Honours B.A., History and Political Science, Glendon College, York University

M.A. International Relations, University of Ottawa


Certified Financial Planner, Elder Planning Consultant,

Chartered Investment Manager Fellow Canadian Securities Institute

Chartered International Wealth Manager Certified Retirement Coach



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