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Robert Daniel

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Robert Daniel

TiKi Tax

- TiKi Wealth

Roomvu
Finance Insights

Which Tax Credits Can b.c. Residents Claim?

About Robert Daniel

At Tiki Tax and Tiki Wealth, led by Robert Daniel, our mission is to provide trusted financial, tax, and wealth management solutions tailored to your needs. We are committed to helping individuals, families, and businesses make informed decisions, optimize their financial strategies, and achieve long-term success. With a focus on accuracy, transparency, and personalized service, we strive to deliver guidance you can rely on in today’s ever-changing financial landscape.

Specializing in

Retirement Planning
Tax Strategies
Tax-Efficient Investing
Estate Planning
Life Insurance
University Saving
Portfolio Management
Wealth Management
Debt Management

Testimonials

  • I had an excellent experience with TiKi Tax! They made the whole tax process simple, fast, and stress-free. The team is professional, friendly, and very knowledgeable about Canadian tax rules. I really appreciated how they took the time to explain everything clearly and made sure I got the best return possible. Highly recommend TiKi Tax to anyone looking for reliable and affordable tax services in Kelowna and Oliver!

    quote quote
    Dave Daniel

    Financial Planning Client

Plan Your Finances Smarter, Retire Sooner!

What’s Your #1 Financial Goal Right Now?

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Are You Maximizing Your Tax Savings?

Tax Saving!

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Will You Have Enough Saved for Retirement?

Retirement Saving!

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Finance Services Tailored to Your Needs

Retirement Planning

Build a strong financial foundation for a secure and comfortable retirement.

Investment Strategies

Grow your wealth with personalized investment plans aligned with your goals.

Wealth Management

Comprehensive financial planning to preserve and enhance your assets.

Tax Optimization

Reduce tax liabilities and maximize your savings with strategic planning.

Estate Planning

Ensure your legacy is protected and efficiently transferred to your loved ones.

Need Financial Advice? Let’s Talk!

Robert Daniel

Disclaimer: The information provided by Tiki Wealth and Tiki Tax is for general informational purposes only. While we strive to ensure the accuracy and reliability of the information shared, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, or reliability of the information. Any reliance you place on such information is strictly at your own risk.

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