Testimonials

“Daniel has an engaging personality and a thorough knowledge of investment markets. He spends the time to truly understand our needs and objectives, matching them with investments that we feel comfortable with. We trust him implicitly to respect and nurture our hard-earned savings and to help them grow. He is always available and often contacts us with information and advice.  This is an increasingly rare experience when it comes to dealing with a Financial Advisor.  We recommend Dan without reservation.” 

- G. / M. Germscheid, Business Owners – Investment Clients 

“We had liquidated some commercial real estate and were looking for managed investments that would generate passive income with upside potential. We elected to place the proceeds in a series of conservative investments. Dan was instrumental in advising us on an array of qualified products with a good history of stable returns. Now, a few years later, we have a diversified portfolio that is functioning as designed. We will continue to add variety to the portfolio and enjoy working with Dan as he introduces new opportunities to us. We anticipate a lasting professional relationship in utilizing Daniel’s wealth management knowledge in the years to come.” 

- P. / C. Kockerbeck, Business Owners – Investment Clients 

“I’m privileged to have known and worked alongside with Daniel for over a decade. Rarely do you find investment specialists who work in concert with other financial professionals for the betterment of their clients. Adding these strategic relationships to help build portfolios allows Daniel to fully address the needs of his clientele. Daniel is known for his ability to lead by example. He is constantly improving himself in numerous aspects of life. His public speaking and networking have made him a household name in the private equity space in and around Western Canada. He has built a great business by surrounding himself with top experts from the various facets of the financial industry.”

- S. Elliott, Financial Industry Wholesaler – Colleague 

Clients and Colleagues of Clear Mountain are willing to take calls and answer questions about the quality and character of the company. These references can be made available upon request after establishing a Client file.