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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

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Daniel Duval, CFP®
Wealth Planner
Heather McClelland
Associate
Danielle Hodson
Office Manager
Adam Newsome, CIM®
Supervising Portfolio Manager
Brian Wells, CIM®
Associate Portfolio Manager

Team values

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Personalized Financial Guidance

At Hinton Wealth Planning, we understand that every client’s financial journey is unique. In today’s dynamic financial landscape, our approach focuses on providing thoughtful, customized advice tailored to each client’s specific needs and aspirations. By taking the time to genuinely listen and understand their goals, challenges, and priorities, we create clear, actionable strategies that build confidence. Our personalized guidance empowers clients to navigate uncertainty and stay on course toward long-term financial success.

Principles of Trust and Integrity

Trust and integrity are at the core of everything we do at Hinton Wealth Planning. Our philosophy is built on transparent communication, honesty, and time-tested financial planning principles. By aligning retirement planning, wealth management, and investment strategies with each client’s unique goals, we deliver personalized solutions that inspire confidence and provide peace of mind. This unwavering commitment to doing what’s right ensures our clients feel supported, secure, and confident as they pursue their financial aspirations.

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Holistic Financial Planning

At Hinton Wealth Planning, we take a comprehensive approach to financial planning with the support of Optimize Wealth Management. By integrating tax strategies, estate planning, insurance solutions, and investment management, we address every aspect of a client’s financial well-being. Our multidisciplinary team works to align financial resources with life goals, helping clients achieve both financial security and personal fulfillment. This proactive, big-picture approach empowers clients to navigate challenges, seize opportunities, and build a lasting legacy.

Supporting our community

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Hinton Wealth Planning is proud to support First Book Canada, a nonprofit dedicated to removing barriers to equitable education for children in low-income communities. By helping provide essential resources and opportunities for educators who serve children in need, Hinton Wealth Planning demonstrates its commitment to empowering the next generation and fostering a brighter future through access to education.

 

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Hinton Wealth Planning is a dedicated supporter of SickKids, a world-class research hospital advancing pediatric health through groundbreaking studies and exceptional care. By contributing to SickKids, Hinton Wealth Planning supports their mission to improve children’s lives, fund innovative clinical research, and provide access to life-changing healthcare that gives every child a chance at a healthier future.

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Hinton Wealth Planning proudly supports the Gord Downie & Chanie Wenjack Fund, an organization dedicated to fostering cultural understanding and reconciliation between Indigenous and non-Indigenous peoples in Canada. Inspired by Chanie Wenjack’s story and Gord Downie’s vision, this partnership reflects Hinton Wealth Planning’s commitment to building a more inclusive, compassionate society and creating a better future for all Canadians.