Daniel MacHado
Financial Planner @IG Wealth Management
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WORK HISTORY
Financial Planner @IG Wealth Management
CA
Most people I meet want to feel confident that they’re on the right track. Whether that means saving enough, investing wisely, or protecting what they’ve built.That’s where I come in.I help professionals, families, and business owners simplify their financial lives through clear, personalized planning. My goal is to turn financial uncertainty into a sense of calm and control. No jargon, no pressure.What I help with: Building long-term wealth through smart, tax-efficient investing Planning for major goals like home ownership or retirement🧾 Protecting income and family through the right insurance coverage Streamlining accounts and reducing fees with a unified strategyEvery plan I create is designed around what actually matters to you. Your goals, lifestyle, and peace of mind.If you’d like a quick, no-obligation review of your current plan or benefits setup, message me here or reach me directly at d••••••••@ig.ca or (64••••••19.Let’s build your plan together.
EDUCATION
University of Guelph-Humber
Bachelor of Business Administration (BBA)
SKILLS
ABOUT DANIEL MACHADO
Most business owners and professionals I meet share the same concern. They’re working…
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