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Daniel Leung, Business Advisor

Daniel Leung, Business Advisor

Daniel Leung

Kerrisdale branch

"I enjoy meeting clients and understanding their challenges in order to provide custom solutions for the short and long term. As each business is unique, being able to address their needs and working together to help the business grow and thrive always puts a smile on my face."

With over 13 years of experience in the financial services industry and 10 years of retail operation management experience, Daniel has the versatile background to support business clients from all walks of life with their business needs.

“With experience on both the business and retail banking side, I can help clients by analyzing both their personal and business matters and tying the two together to provide a holistic financial plan that is seamless between their business and personal dealings”.

Daniel also stays well-informed of key market trends and current economic conditions domestically and globally that may be relevant or impact his clients’ businesses. His areas of expertise range from leasehold and equipment financing, working capital financing to commercial and residential properties refinancing for business.

The combination of education, experience and attention to detail, enables Daniel to provide immense value to working relationships with clients in helping them to reach their financial goals.

As a business advisor, Daniel is also able to draw upon a strong team of specialists to take care of such matters as succession planning, key person insurance, leasing, acquisitions, property development and more.

 Daniel's Video Profile


†Insurance services provided by BlueShore Wealth.

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