Dan has a passion for helping others become financially successful.

When changes in the industry happen, learn about it first. Also, access financial strategies, trends and more.


Dan began his career in 1994 and obtained his Certified Financial Planner designation in 1996. For over 25 years Dan has been advising clients in an informed and relaxed atmosphere focusing on the goals of each individual while providing guidance on sustainable high-income investments, focusing on RIETs and other tax-efficient alternative strategies.

As a member of the Mortgage Professionals of Canada, Dan has secured mortgages on residential, investment and vacation properties for his clients while ensuring the best industry rates available.

Dan holds a Bachelor’s degree in Economics from McMaster University and a Bachelor’s degree in Physical Education from the University of Western Ontario.

Hockey, golf and guitar are among Dan’s favorite pastimes.

THE 360° PROCESS