Insurance & Investment Advisor
Before working with investments and insurance, Dan started out in the Oil and Gas industry. Dan developed a very successful small business which he later sold when he decided to pursue his lifelong dream to work in the finance industry, specializing in investments and insurance planning for business owners, professionals and executives. Dan holds his CFP® designation, Canadian Securities, Life and A&S Licenses.
Dan’s experience as a small business owner and as an employee provides him with an intimate understanding of the challenges his clients face each day.