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Advisor

Daniel Trezub

Firm not on file · Montreal, Quebec, Canada

Daniel Trezub is a fee-only financial advisor in Montreal, Quebec, Canada. Daniel charges a one-time planning fee (one-time plans from C$999).

One-time planning fee Fee-only

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Who they serve

  • High earners
  • Newcomers (immigration)

Facts

Based in Montreal, Quebec, Canada
Fee modelOne-time planning fee
Fees (firm's website)One-time plans from C$999
Accepting new clientsYes
Websitewww.savewithdan.ca

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Questions about Daniel

Is Daniel Trezub a fee-only financial advisor?

Yes. Daniel Trezub is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Daniel charge for financial advice?

Daniel charges a one-time planning fee.

How much does Daniel charge?

According to the firm's website, checked October 28, 2026: one-time plans from C$999.

Where is Daniel Trezub based?

Daniel Trezub is based in Montreal, Quebec, Canada.

How do I contact Daniel Trezub?

Through Daniel's website, www.savewithdan.ca.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • The firm's website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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