Daniel Vicente - BMO Financial Planner

I strongly recommend Daniel Vicente! When I made the switch from TD to BMO I was lucky enough to meet with him, and he helped make the transition effortless. He is a very knowledgeable, patient, down-to-earth person who definitely wants what's best for you. He's excellent at clearly laying out all your options and taking the time to describe everything in detail. I've been dealing with Daniel for a few years now and couldn't be happier. I've even recommended him to my mom and sister, who both now regularly deal with him.

Daniel helped me understand the basics of mutual fund investments and provided expert advice on selecting the most suitable funds for me to start my investment portfolio with. I am very happy with his recommendations seeing as the investments he suggested have already exceeded my expectations on returns. I would highly recommend Daniel to anyone.

I would highly recommend Daniel for his knowledge and his desire to help. He has gone above and beyond to help me with my banking needs, and I felt very confident that I received accurate, and beneficial information. Thanks, Daniel.