INTERESTED IN WORKING TOGETHER?

I support ambitious entrepreneurs and investors like you who are eager to expand their businesses, buy real estate, optimize tax strategies, and live and invest internationally. I generally partner with clients with an annual income of at least US $250,000 or a net worth exceeding US $1,000,000. I also understand the unique challenges and immense potential of young entrepreneurs and startup founders, so I always consider exceptions case-by-case for thorough applications.

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  • “You would never go wrong working with Dan Merriam!”

    Dr. James Norrie
    Founder at cyberconIQ

  • “Dan earned not only my professional trust but also my personal respect.”

    Matt Christie, Real Estate Investor

  • “Dan is a young man of character and integrity.”

    Sarah Lin
    Director, CFS Finance - RBC

  • “Expect results-driven action and clear, unambiguous communication.”

    Stu Harrison, President and CEO

  • "He is a true team player, and knows how to get things done"

    Sandy Mackay
    Investor and Principal, KW Legacies