Meet our team

Daniel’s key responsibilities include:

Wealth Management:  Working in step with Lorraine, and our industry-leading resources at NBF, Daniel prepares financial planning strategies we’ve identified for our clients which include insurance.   We provide understandable solutions which are key to providing protection for your family, business succession planning, insuring your mortgage, and for transferring your wealth down to the generations of your family in a tax efficient manner. 

Investment Management:  He conducts Quarterly Review calls with our clients, discussing the client’s key investment management points: Asset allocation, rates of return (compared to target rate of return established in the Financial Plan), and portfolio recommendations.  Daniel is an intuitive listener and will identify and respond to key needs from the discussion which prompt attention to our client’s array of lifestyle needs, including their retirement and estate plan, tax savings opportunities, and their overall family’s needs. 

Meeting prospective clients, assessing the fit for both the client and for our Group.

He is currently enrolled in the Wealth Management Essentials Course, and, the Derivatives Fundamentals and Options Course.

An impeccable work ethic and deep dedication to his clients are part of Daniel’s DNA. Thanks to his nurse mother and his doctor dad – the only surgeon within a three-hour radius of his rural Mexico practice – he learned early the values of hard work and putting clients first. He can well remember family vacations being interrupted by the needs of Dad’s patients. Those early experiences were reinforced when, at just 15 years of age and with some reluctance, Daniel left his close-knit family to learn English in small-town northern Manitoba. But the planned one-year adventure stretched to three as Daniel applied his quick mind and can-do spirit to absorbing a new culture and language, sharing the values of his warm and welcoming host family while finishing high school.

The global financial crisis of 2008 proved a watershed moment for Daniel, hitting while he was studying economics and finance at the University of Manitoba. Deeply affected by the many stories of individuals devastated by the disruption, he saw a clear path forward: to help people be financially secure, just as his parents had worked so hard to help their patients stay healthy.

After getting his degree, he set out on that path and, being accustomed to adapting to new situations, explored a variety of sectors in the financial industry, from banking to commercial insurance, eventually moving to Vancouver to escape the harsh Manitoba winters.

He brings that cutting-edge experience earned over almost 10 years to our clients at The Rumberg Group. Guided by the strong family values that shaped him, he also has the unique perspective of someone raised in a developing country where financial uncertainty places enormous stresses on individuals and families. Above all, he is driven to offer clients one-of-a-kind solutions with world-class service to enable them to meet their goals and aspirations.

Daniel strives to keep balance in his life, taking every opportunity to hike, paddle board, snowboard, kayak, and ATV.  He also enjoys cooking, playing guitar, and having his dog Pepe in his life.

Thomas’s life experiences have been molded by his upbringing in South Africa to an entrepreneurial father and author mother.

It was during his early life that he learnt the impact of grit, the importance of relationships, as well as the value of wealth creation. Much of this came from his father’s persistence and achievements on building businesses from scratch, as well as the emotional connections between people and their personal stories, something he learnt from his mother.

With a deep focus on his work and clients, and an empathetic personality, Thomas retains the importance of strong and trustworthy relationships, as well as a commitment to others.

At his core lie values of empathy, humility, and compassion. Still, he’s not one to sugarcoat his honest view of things.

Thomas’s experience in the financial services industry encompasses over half a decade of working at one of the largest global asset management companies, Fidelity Investments. During his time at the firm, he served as a District VP, servicing clients across the Vancouver and BC region.

This is where his dedication and commitment to his clients led to the strong relationship built with Lorraine and Daniel. The superb coverage provided by Thomas on their large Fidelity position within their book, as well as their terrific rapport, led him to join the Rumberg Group in early 2022.

Ove the past few years, Thomas has led somewhat of a nomadic life, having lived South Africa, the UK, Europe as well as Calgary, and more permanently Vancouver, where he is now based.

Having spent his early years growing up in South Africa, he was attracted to the potential on offer in the North American business environment. This led him to pursue his graduate degree in Canada, after which he made the decision to spend more time in the country. He is now settled, having recently married.

It was during his mid-20s that Thomas learnt the importance of protecting wealth built over years of hard work. Over this period, he learnt the ease with which wealth can be lost, and the importance of ensuring that it is protected for generations to come.

Since then, he has been focused on educating and servicing others about importance of growing and protecting their wealth for future generations. This is what lies at the heart of Thomas’s commitment to his clients and his focus on wealth management.