You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Dan's Approach
Guidance as Your Wealth Grows
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage, Dan Osachoff can help.
Private Investment Management Credentials
Dan is amongst a select group of advisors who are licensed portfolio managers with the Private Investment Management group. Only by meeting high standards and completing rigorous coursework, can an advisor achieve application to join the Private Investment Management division.
Experience & Client Focus
Recognized as a leading Senior Portfolio Manager & Wealth Advisor in the region, Dan provides a comprehensive range of wealth management services designed to meet your unique specifications. As a second generation Investment Advisor and Portfolio Manager with RBC Dominion Securities, Dan works with high net worth individuals, families, corporations and foundations to help build and protect wealth.
Education & Professional Designations
A graduate of the University of British Columbia, Dan obtained a degree in sociology and commerce, while on a baseball scholarship with the UBC Thunderbirds. A firm believer in ongoing education, he has acquired the advanced industry designations of Canadian Investment Manager (CIM), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM) and a Certificate in Advanced Investment Advice.
Team-Based Expertise & Resources
Dan harnesses his expert knowledge, and 21 years of experience to develop and implement comprehensive wealth management solutions for his clients. His team based approach includes a group of highly qualified and detail oriented team members. Furthermore, his extended team includes access to a wide range of complimentary wealth management specialists. Dan's breadth of experience, expertise, and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.
Please note the resources available on this website, including biographies, interviews, commentary, publications as well information on numerous wealth management topics.
RBC Granfondo Whistler
September 2017, 2018, 2019, 2023, 2024, 2025
Dan competed in the RBC Granfondo in Whistler, riding 122km from Vancouver to Whistler and completing the race.
Dan Coaching the White Rock South Surrey Tigers, Phillies, Yankees, Mariners, Royals, Diamondbacks and Mighty Pickles
Baseball Coaching 2021, 2022, 2023, 2024, 2025
Dan coaching the White Rock South Surrey Tigers.
Okanagan Granfondo
2022, 2023, 2024
With a smile still on his face, Dan completed both the 121 km Okanagan Granfondo and 122km RBC Granfondo Whistler bike races.
White Rock blood donation event
Winter, 2021
Dan participating in the White Rock blood donation event organized by Canadian Blood Services.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.