Daniel Strickland
Director - Tax & Estate Planning @Newport Private Wealth
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WORK HISTORY
Director - Tax & Estate Planning @Newport Private Wealth
Toronto, ON, CA
EDUCATION
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
TEP
FP Canada
CFP
Western University
Juris Doctor, Law
Huron University
B.Mos, Finance and Economics
University of Waterloo
Master's degree, Taxation (Accounting)
Famiy Enterprise Canada
Family Enterprise Advisor, Succession Planning
SKILLS
ABOUT DANIEL STRICKLAND
Daniel Strickland Lawyer | Master of Taxation | Family Enterprise Advisor (FEA)| Trust and Estate Professional (TEP) With over a decade of experience in law and accounting, I am currently leveraging my expertise at Scotia Wealth Management. I hold a Master\'s degree in Taxation (MTAX) from the Waterloo School of Accounting, equipping me with a robust understanding of advanced tax planning. My professional background spans both law and accounting firms, allowing me to provide comprehensive legal and financial solutions. As a Family Entities Advisor (FEA) and Trust and Estate Professional (TEP), I am dedicated to guiding clients through complex family and estate planning matters, ensuring their interests are protected and optimized.
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