The Olympian Team

Danny Mitonides

  • Rhonda Nissenbaum
  • Philip Shediac
  • TeamPlaceholder_Leaf
  • Branch Greaves
  • Bob Conway
  • Sam Hart
  • David Wagg
  • Alex Mitonidis
  • Bob Grant
  • David Munro Picture
  • Tom Martin
  • David Mayhew
  • Liana Lozneanu
  • Alice Panagopoulos
  • Ivan Martin
  • Elle Rosenberg
  • Allan Rombough
  • Rich Gane
  • Costas Bellos
  • Gus Stathopoulos
  • Danny Mitonides

Toronto, Ontario
dannym@olympianfinancial.com
416 544 9100 Ext. 3227

Danny Mitonides
Chief Executive Officer - Olympian Financial Inc., Chief Operating Officer - Olympian Insurance Inc.

Education - Certifications:

CFP - Financial Planning Standards Council
FMA - Canadian Securities Institute
B.Comm, - University of Toronto - University College
CA - The Institute of Chartered Accountants of Ontario

Focus:
Investment, Wealth Management, Tax Planning, Retirement Planning, Asset Management, Financial Advice, Risk Planning

About Me:

I am an active Chartered Accountant and Certified Financial Planner who specializes in helping higher net worth clients in the areas of investment and tax planning.

I started my career in the 1980’s as a taxation specialist with the world’s largest C.A. firm (KPMG), later moving onto senior investment roles with TD, CIBC and Laurentian Bank.  I co-founded Olympian Financial in 1993 specifically to cater to clients, this specialized level of service. I meet regularly with the world’s top money managers, enabling me to provide the most valuable and timely financial advice.

Nineteen years later, I am proud of the relationships that I’ve built with my clients and I have a strong sense of accomplishment in helping my clients achieve their financial goals. I look at every one of my clients with a view of creating a ‘life-long’ relationship that transcends just making investment decisions. I strive to be the first one my clients call when making any financial decision in their life.

If you have any questions, or if you are interested in setting up a meeting, please call me directly.

 

Danny took our shares and invested them into various markets rather than leaving it as liquid cash in an account. We sold our shares and are making money on our investments. The other great advice was to pay off our outstanding debts with liquid cash we have in our accounts, once this is done we'll have funds available to contribute to our RRSPs. PMB
Danny's advice has helped me achieve my financial objectives, what I value the most is 1) With risk comfort discussed, to advise and implement fund investments to maximize retirement income. 2) To keep up-to-date on income tax changes and take advantage of any possible income tax savings. 3) to prepare my wife and I's income tax. To optimize our son's inheritance. For example, "Trusts". E.E.B
We are most impressed with the quality of the advice being provided to maintain and build our retirement funds. Danny is very knowledgeable about current and future market trends as well as the various managers of various funds so that decision take these aspects into account, avoiding losses and gauging when to change to advantage gains in the next wave. When the market was tanking in the last few years, Danny got us out of vulnerable Investments and recommended excellent aternatives to rid through the storm - still making gains as opposed to losing as many, unfortunately did. This placed us in a good stead to carry on to our goals. Harry McCarthy & Philip Conron
I most value Danny's trustworthy advice that is right for my individual needs. Danny's guidance was instrumental in minimizing losses of the 08' downturn and rebounding quickly by planning ahead of the curve. Anonymous
What I value the most about Danny is his management of my investments during turmoil times. Danny is extremely knowledgeable of the market conditions and is ways in constant communications with me as far as my options and my investments are concerned. He is extremely irreproachable and always ready to lend a helping hand. M.M