Martin Danielak,
CFA® Associate Portfolio Manager Private Client GroupMartin joined Thompson Investment Partners in 2022 with over a decade of experience in the wealth management industry. He started his journey into managing clients’ wealth shortly after discovering his passion in finance a few years after graduating from university.
Martin received an Honors Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario. He initially moved to Toronto and planned on becoming an actuary but was quickly drawn into the world of finance. His first job within risk management gave him a full understanding of how a full-service financial firm worked. He sat alongside stock traders and research analysts where he took in all of the knowledge he could while creating a broad understanding on how financial markets work.
Once Martin had an opportunity to transition into wealth management, he never looked back and built a depth of experience with a focus on managing client portfolios. The most important thing is ensuring that all of his clients’ goals are met, not just from portfolio returns, but from a holistic perspective that includes financial, estate, and tax planning. He looks forward to building strong relationships with our clients beyond investing and collaborating with our expert network of estate and tax professionals to offer a world-class experience.
Martin is also passionate about educating the next generation and giving them the confidence they need to make smart life decisions. This is why he teamed up with Bob to create the Thompson Learning Academy, that is a designed course of articles, tools, and additional resources to enhance one’s financial literacy. Over the last decade, Martin has been active in mentoring young adults with an interest in working in finance to help them reach the career path of their dreams.
Outside of the office, Martin enjoys outdoor activities such as running, cycling, hiking, and snowboarding which has made Vancouver a perfect home for him since 2020. You can likely find him outdoors with his wife and dog, even when it’s raining.
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