Get to know us
I recognize that no two people are the same. We all have our own dreams, goals, lifestyles, ambitions & aspirations. That is why I believe having a fully personalized Financial Roadmap is a necessity in life. Nobody wants to work 9-5 to age 65, do you? Whether you would like to retire early, protect your business, spend more time with the family, buy that vacation home, or travel across the world, etc, it is my mission to help you get there. Remember folks: It’s not about how hard you work for your money, it’s about how hard it works for you, and how much you get to keep.
To help businesses and families mitigate risk while building & preserving wealth. We don’t gamble your hard earned money away in the Wall Street Casino. We manage your money to protect you from the volatility of the market.
We don’t trust Ottawa or Bay Street with our money or the security of our retirement, neither should you.
Serenity is the peace of mind, and security you feel having a professional money manager in your corner. The bliss you feel having the quality of life you and your family want and deserve, and have worked so hard to build.
Give me a call today, and watch your stress float away!
We look forward to doing great things with you
as you accomplish your goals.
“The beginning of last year we sought the services of Daniel Morrow, to advise us on financial planning for our brand. Since that time, we have had several meetings, which have served a number of purposes including growth and investor partnerships.
Our entire team agrees that it has been such an enormous pleasure to work so closely with Daniel. Daniel’s approach to financial advising has always been very clear and thoughtful, as Daniel has consistently been able to explain complex ideas to us in very clear, simple terms. We have appreciated his gentle, thoughtful and moderate approach to big decisions. We could not recommend Daniel Morrow more highly, as he always works to put his clients totally at ease regarding delicate financial topics.”
I have enjoyed working with Daniel for many years. I’ve always found him to be professional, sharp, and efficient. He really knows how to stay on top of things and is diligent until the end.
Daniel is a very professional person in everything he does. He directs others very well and is very motivational. I quite enjoyed working with him. He was my mentor and kept me going.
Serena de Dally
February 12, 2018
February 6, 2018
January 17, 2018
Request a Call back.
Do you have questions about how Serenity Financial can help you? Send us an email and we’ll get in touch shortly, or phone between 10:00am and 8:00pm Monday to Friday — we would be delighted to speak.
587 894 6169