Daniel Roy


Associate Portfolio Manager

Certified as a Retirement Coach, Financial Planner and International Wealth Manager, I provide a unique offering, and serve an equally unique client base – those who value a holistic, informed approach that goes beyond money management to incorporate aspirations for a fulfilling life.

Since my financial services career began in 1987, I’ve applied a zeal for helping people, thirst for knowledge, and practical expertise – wealth creation, management and preservation – to facilitate positive change and empower clients, primarily 50+, who are ready for a successful life transition.

As one of a handful of financial professionals in North America with the distinction of having earned both CFP and CRC designations, I integrate the disciplines of coaching and traditional financial planning under one umbrella. As “Your Retirement Coach,” I offer one-on-one and couples education fundamental to achieving a meaningful vision of retirement – and group workshops, principally for the military, levering my own experience in the Canadian Armed Forces. As the founder of Praxis Wealth Management and Praxis Wealth Institute, my strategic approach to portfolio design, risk management, income generation, tax and estate issues ensures that each client receives an innovative and custom tailored solution.

My book, The Essential Guide to Retirement Readiness, is a culmination of my expertise and my passion to help people retire TO something rather than FROM something. I focus on a system I developed that identifies four pillars: Finances, Health & Wellness, Relationships and Life Purpose – high-level thinking that dispels the notion that retirement planning is solely about money.

Speaking about my book and areas of proficiency, I’m frequently called upon as a subject matter expert for Canada’s mainstream media; appear at conferences and tradeshows covering personal wealth mastery and retirement; and was featured in IE – a once-in-a lifetime honour for those in my industry.