Don Daniels, Rrc
About Don Daniels, Rrc
Don Daniels serves as the Division Director at IG Wealth Management, where he has worked since 2019. He has extensive experience in financial services and management, having held various roles in organizations such as FirstOntario Credit Union and Enterprise Rent-A-Car.
Current Role at IG Wealth Management
Don Daniels serves as the Division Director at IG Wealth Management, a position he has held since 2019. In this role, he focuses on providing comprehensive financial planning services. His responsibilities include overseeing financial strategies and ensuring that clients receive tailored advice to meet their financial objectives. Daniels utilizes a holistic approach to financial planning, integrating personal and business financial aspects to optimize clients' overall financial well-being.
Previous Experience at IG Wealth Management
Prior to his current role, Don Daniels worked as a Consultant at IG Wealth Management from 2017 to 2019. During this time, he engaged with clients to understand their financial needs and provided guidance on various financial matters. His experience in this position laid the groundwork for his advancement to Division Director.
Career Background in Financial Services
Don Daniels has a diverse background in the financial services industry. Before joining IG Wealth Management, he held several positions at FirstOntario Credit Union as Associate Vice President, Member Experience from 2016 to 2017, and at Star Motors of Ottawa - Mercedes Benz as Sales Manager from 2015 to 2016. His experience also includes a significant tenure at Enterprise Holdings, where he progressed through various roles, including Group Rental Manager and Area Rental Manager.
Educational Background
Don Daniels studied at Brock University, where he earned a degree in Business Administration from 1996 to 1999. This educational foundation equipped him with essential knowledge and skills that he has applied throughout his career in financial services and management.
Client Collaboration and Financial Planning
In his current role, Don Daniels emphasizes collaboration with clients' legal and accounting teams. He explores various financial scenarios to document personalized financial plans that align with clients' goals. By accessing a network of experienced subject matter experts, he helps clients achieve their financial objectives across multiple aspects of their lives.