Daniel Marley

Financial Advisor @Navacord Benefits Consulting & Financial Services

Nanaimo, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2025 — Present

Financial Advisor @Navacord Benefits Consulting & Financial Services

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Nanaimo, BC, CA

Providing holistic financial planning to families and business owners on Central Vancouver Island. As a Certified Financial Planner, I offer personalized and insightful solutions tailored to each client\'s unique needs. Whether it is a robust retirement strategy, managing investment portfolios, or crafting detailed estate plans, we can help.

EDUCATION

2001 — 2005

Wilfrid Laurier University

Bachelor of Arts, Honours Economics and Business Administration

SKILLS

WealthFinancial AdvisoryInvestmentsTfsaRdspFinancial PlanningRetirementRrifLife InsuranceGicCustomer ServiceFinanceLong Term Care InsuranceRetirement PlanningPortfolio ManagementRrspWealth Management ServicesEstate PlanningWealth ManagementFinancial ServicesBankingMutual FundsSaving for Education

ABOUT DANIEL MARLEY

Investments can be confusing and, when markets turn volatile, even the most patient investors may come to question the financial plan they\'ve been following. As a trusted advisor, I provide you with upfront, unbiased advice so you can focus on achieving your financial goals and dreams.

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Daniel Marley — Financial Advisor at Navacord Benefits Consulting & Financial Services in Nanaimo, BC, CA | Unifers