Our Team
We are your financial brain trust
Your future is our business. Our goal is to be your trusted partner, connecting you with the strategies, solutions, and tools you need to reach your unique goals, from the moment you meet with us.
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Daniela DeGasperis
founder & CEO
Daniela is driven by a clear mission: to ensure her clients’ financial legacies are secure, intentional, and built to last.
Under her leadership, DDM Group has grown into a trusted partner for clients seeking thoughtful, long-term strategies that align financial success with personal values and lifestyle goals. Daniela has built a strong network of industry experts—professionals chosen not only for their technical knowledge, but also for their ability to communicate clearly and counsel clients with care, integrity, and precision.
Known for her enthusiasm and unwavering commitment to empowering others, Daniela is passionate about making a meaningful impact within her community. Through DDM, she continues to guide clients with clarity and confidence, helping them navigate complexity and make informed decisions that support both present needs and future generations.
Tatha Swann
Managing director
With a background in both architecture and law, Tatha’s drive is to provide expert advice, seamlessly delivered. As a trusted advocate, integrity in advising clients is her hallmark. As an adept in design, finesse in planning and execution is equally important to her.
Tatha’s personal experience with DDM as an entrepreneur and business owner led her to seek greater financial success, an enhanced lifestyle and personal well-being. She now shares her knowledge and experience to help others reach their personal and financial goals.
Jennifer Styslo
VP of Wealth Services
Jenn leads a team focused on providing customized strategic solutions for her clients, their families, and their businesses. Jenn draws on her concrete industry knowledge and extensive professional relationships to achieve meaningful outcomes for clients. Her unique ability to distill complex financial concepts and strategies into understandable stories helps each and every client feel confident in their decisions.
What truly sets Jenn apart is the depth of care she brings to every relationship. She is known for her warmth, her personal touch, and her ability to make clients feel truly seen and supported, not just as a consultant but as a steadfast advocate throughout their planning journey.
Sarah Helmer
VP of Communication & Wealth Advisory
She is a licensed lawyer, with a J.D. from the University of Toronto’s Faculty of Law, and holds an advanced certificate in 3H Financial Planning from the FP Canada Institute™. Having worked almost exclusively in and for small businesses throughout her multi-faceted career, Sarah has a deep appreciation for the strengths, challenges, and needs of small business owners.
Sarah brings her business experience and legal expertise to her work with DDM, along with her warm and personal approach to building client relationships. She finds fulfilment in supporting her clients to reach and exceed their planning goals.
James MacGowan
Tax Consultant
James brings more than four decades of experience in advanced tax, estate, and succession planning to DDM.
A retired senior tax partner at Deloitte, James was one of the firm’s leading private company practitioners, advising high-net-worth clients and major private enterprises across Canada. His leadership roles included Managing Partner of Deloitte’s Alberta Private Company Services practice, National Leader of Private Company Tax, and member of the National Tax Executive Committee.
Today, James continues to support business owners, shareholders, and families with sophisticated planning strategies, with particular expertise in life insurance, corporate structuring, and estate preservation.
Yulan Ha
Controller
Yulan brings over a decade of experience in accounting and finance, along with a deep passion for helping small business owners understand their numbers and build sustainable growth strategies.
Born and raised in Korea, Yulan moved to Canada at age 15 and credits her family’s unwavering support for shaping her resilience and drive. After earning her CPA designation in 2024, she set her sights on joining a values-driven, entrepreneurial team—and found the perfect fit at DDM.
Yulan is known for her self-motivation, results-oriented mindset, and thoughtful approach to corporate finance and tax strategy. She’s excited to contribute her expertise while continuing to grow with the company.
Erica Ehm
Director of Culture and Communication
An entrepreneur, media personality, and force for positive change, Erica brings her remarkable ability to reinvent, influence, and create to DDM.
Erica is a storyteller at heart. After a decade on camera at MuchMusic, she became a trailblazing entrepreneur, founding the Ehm & Co. agency and YMC.ca platform. Under her leadership, these companies earned many prestigious marketing and leadership awards, including a Governor General’s Innovation nomination.
A pioneer in content marketing, social media, and community building, Erica is focused on leadership, innovation, and sharing her passion for pursuing one’s dreams.
Simple steps to become a client
1
Introduction
We meet to see if we’re a good match.
2
Discovery
You provide us with details on your current situation, and we discuss your best-life scenarios.
3
Preliminary Presentation
We present our customized financial blueprint to you and introduce you to our core planning frameworks.
4
Onboarding
You decide to become a client, and we get to work on building the future you envision.
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