About Daniel Morrow:

After spending 8 years as a chef, lost, struggling, broke, I knew there had to be a better way to live. In 2013, my life and career path changed when I saved a man’s life while canvassing door to door. He offered me the opportunity to work with him.

I went to his office, shadowed him around for a few weeks learning about Insurance and the financial services industry. Through the experience I learned the value of insurance, protecting our families, and the importance of having a financial plan and safety net. I haven’t looked back since, and can’t imagine myself being in any other industry.

To this day it is my mission to empower women and their families to live a life of passion, freedom, and rest well at night knowing they are protected, they are in control, and their tables will be as bulletproof as possible so that nobody can take a leg out from under them.

I’ve developed the winning formula – the Serenity Blueprint. This serves as a guide to take you from where you are today, to your deepest desires of tomorrow. The Serenity Blueprint is your guide, your accountability and progress measurement, which is completely customized to suit your individual needs, wants, and deepest wants while overcoming your deepest fears and limitations. It’s time to supercharge your finances and supercharge your life – with the Serenity Blueprint!

What to expect

Financial advising or financial services for that matter is a very complex subject. There are a lot of moving pieces to a financial plan. I have started my blog, and video posts, for the purpose of providing you with clarity and peace of mind. What kind of content should you expect do you wonder? I will be focusing on subjects of, insurance, investments, risk tolerance, retirement/succession planning, Q&A, and more. My newsletters will be updating you on current blog/vlog posts. Events hosted by Serenity and partners, and more!

About Serenity Financial

Serenity is the peace of mind, and security you feel having a well designed financial plan. A well-rounded financial plan acts as a roadmap to take you from today, into the quality of life you want tomorrow. The bliss you feel having the quality of life you and your family want and deserve, worked so hard to build. Our focus is on professionals and their families.

Do you find that…

  • You are unsure if you’re on track to meet your financial goals?
  • Your financial health is often on the back burner because you spend more time in your Practice or business to worry about finances?
  • Is your cash-flow is inconsistent and hard to manage because of that unexpected expense?
  • Incidentally, you neglected to top-up your client courting/expense accounts
  • Not to mention you over-looked your succession planning?
  • In reality, you’re unsure about your retirement?
  • Furthermore, you have a business partner that’s turned into a jerk?
  • Consequently, you find yourself wishing you had more time for your family and your business?

All things considered, these issues and much more are why my clients chose me as their trusted Financial Adviser. I provide them the clarity and peace of mind they want and need, giving them more time for what they love.

Founded on the principles honesty, integrity, trust, and authenticity.

We don’t trust Ottawa or Bay Street with our money or the security of our retirement. We manage your assets to protect you from the volatility of the markets.

how can we help you?

Contact us at the Serenity Financial office nearest to you or submit a business inquiry online.

“Strongly recommend Daniel and his Serenity Blueprint as a more engaged advisor really doing the things that clients need.”

Sheldon
Partner, Gemba

“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.”

Confidential
President, Facility Operations

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