Daniel Kachani
Managing Partner @Platform
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WORK HISTORY
Managing Partner @Platform
Toronto, ON, CA
ABOUT DANIEL KACHANI
I am an innovative financial strategist focused on simplifying life insurance planning for established Canadian families and business leaders. Within the first year of co-creating Aria Wealth Solutions, I became a qualifying member of Top of the Table - MDRT, representing the top 0.5% of insurance advisors worldwide. My experience in utilizing creative insurance-based structures to preserve intergenerational family net worth and enhance tax efficiency has resulted in my standing as a member of the Forbes Finance Council 2022.I previously served as the Treasurer for the Canadian Association of Gift Planners and have facilitated over $10M of legacy gifts for clients. I have been a keynote speaker at industry events such as the Canada Sales Congress in 2020, and have been recognized and published by multiple times by Forbes, Canadian Business and Fox Business.
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