Dan is an Executive Financial Consultant who has been providing personalized financial advice and support to his clients since 1991. Dan has earned both his CERTIFIED FINANCIAL PLANNER^® and Chartered Life Underwriter (CLU) designations, a combination recognized by the financial industry as a true mark of excellence. 

Dan has built his practice over the years from a sole venture to an 11-member team. Dan specializes in business succession strategies, retirement income planning and estate/legacy preservation. Both approachable and unassuming, Dan works with clients to understand what retirement means to them and builds a financial plan to reflect their wishes. He has been fortunate to witness key milestones in many of clients’ lives, growing their financial plans from early adulthood, through marriage, home purchases, children and pre-retirement. His dedicated client base—many of whom have been with him for 25 to 30 years—speaks to his business acumen and client service commitment. 

An avid sportsman, Dan enjoys cheering on the Jays and the Raptors as well as playing golf and pickleball, but his favourite thing to do is travel with family and friends.

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