Our Team
Daniel Williamson CFP®, CIM®, PFP®, B.Comm
I’m Daniel, the founder of Williamson Legacy Advisors, and I’m passionate about helping Canadian pre-retirees and business owners secure their financial futures while building legacies that last for generations. With a deep commitment to personalized financial planning, I specialize in creating tailored strategies that maximize tax efficiency, ensure retirement security, and preserve wealth for your loved ones.
My journey in financial planning began with a desire to make a meaningful impact on the lives of those I serve. Over the years, I’ve honed my expertise in navigating the complexities of Canadian financial landscapes—whether it’s optimizing RRSP and TFSA contributions, leveraging tax-saving opportunities like the Lifetime Capital Gains Exemption, or structuring trusts to protect your estate. I believe that every client deserves a plan as unique as their goals, which is why I take a client-centric approach, building strong relationships rooted in trust, integrity, and care.
Our Mission
At Williamson Legacy Advisors, our mission is to empower affluent Canadian pre-retirees and business owners with personalized financial planning strategies that maximize tax efficiency, secure retirement, and build lasting legacies. Through expertise, integrity, and a client-centric approach, we guide our clients to achieve financial peace of mind while preserving wealth for future generations.
Our Vision
To be the trusted leader in Canadian financial planning, transforming the futures of affluent pre-retirees and business owners by creating tailored solutions that ensure financial security, minimize taxes, and leave a meaningful legacy for generations to come.
Services we Provide
Rapid Tax Event Plan
Facing a sudden tax challenge? Our Rapid Tax Event Plan is designed for affluent Canadian pre-retirees and business owners needing a swift solution to a single tax-triggering event, such as an asset sale, business sale, or large bonus. This focused plan includes a rapid tax analysis to minimize tax liability, recommendations for timing, and guidance on spreading proceeds to minimize your immediate tax burden. Delivered within 1-2 weeks, this service ensures you navigate your tax event with confidence while preserving your wealth for the future.
Price Range: $1,500 - $2,500
(Note: Pricing varies based on the complexity of the tax event and the level of personalized analysis required. Schedule a free consultation for a customized estimate)
Holistic Financial Plan
Secure your financial legacy with our Legacy Optimization Plan, a comprehensive strategy tailored for affluent Canadian pre-retirees and business owners. This premium service integrates tax planning to maximize deductions (e.g., RRSPs, TFSAs), a Canadian Retirement Accounts Tax Analysis to optimize RRIF conversions and TFSA growth, estate planning to minimize deemed disposition taxes, cash flow/retirement planning with Monte Carlo analysis, investment planning with asset allocation across account types, and health coverage/risk management with insurance recommendations. Delivered over 4-6 weeks with ongoing support, this plan ensures your wealth is protected, your retirement is secure, and your legacy thrives for generations.
Price Range: $3,500 - $5,000
(Note: Pricing depends on the complexity, asset types, and long-term goals. Schedule a consultation for a customized estimate.)