RIA: Certified Dan offers a caring approach to helping individuals and organizations achieve their financial goals. He believes that the key to building long-term relationships is offering full-service wealth management solutions.
Whether he is dealing with an individual’s retirement savings or an organization’s investment account, Dan takes pride in tailoring each investment portfolio to be reflective of the investor’s financial goals, mission statement, values and philosophy. Incorporating responsible investing principles is paramount to this process.
Dan embraces responsible investing for its ability to deepen conversations and relationships while enhancing the long-term, sustainable performance of portfolios. Simply put, he believes that responsible investing is better investing.
Services Offered in RI
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Other
Provinces Licensed In
- Prince Edward Island
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Nova Scotia
- Ontario