With 23 years of experience, Daniel Duval is a trusted Wealth Planner in Hinton, AB, specializing in retirement and comprehensive financial planning. Fluent in English and French, he helps clients achieve their goals with confidence. Daniel holds a Bachelor's degree in Mathematics and earned his CFP with distinction. A dedicated Rotarian, he enjoys community work, badminton, and reading.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Hinton Wealth Planning, 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.
Book a meetingMeet the team
Daniel Duval, CFP®
Wealth Planner
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Heather Mcclelland,
Associate
Danielle Hodson,
Office Manager
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Brian Wells, CIM®
Portfolio Manager
Daniel Duval, CFP®
Wealth Planner
ABOUT
Heather Mcclelland,
Associate
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Danielle Hodson,
Office Manager
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Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Brian Wells, CIM®
Portfolio Manager
ABOUT
Brian Wells is a Portfolio Manager at Optimize. He supports advisors, high-net-worth individuals, and business owners. He puts his clients at the centre of each financial recommendation and decision, focusing on preserving their wealth, optimizing their growth, and guiding them toward their long-term goals.
At just 12 years old, Brian’s father introduced him to investing. This introduction sparked his early passion for markets, which grew into a dedicated career of helping others make informed financial decisions. He continues to bring this same curiosity and commitment to every client relationship. Brian takes the time to understand each client’s values and objectives to design portfolios that align with their entire financial situation.
Beyond work, Brian enjoys hiking, travelling, hockey, golf, and writing music. He also gives back through mentoring and volunteer work.
Team Values
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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 your 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.
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Trust and integrity are at the core of everything we do at Hinton Wealth Planning. Our philosophy is built on transparent communication, honesty, and proven 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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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 your 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
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.
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.
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.