CFP® Associate Investment Advisor
Dan is an Associate Investment Advisor and CERTIFIED FINANCIAL PLANNER® professional who has been a valuable team member at Green Private Wealth for over 5 years. He graduated from the three-year Business Administration – Financial Planning program at Conestoga College in 2019 and is dedicated to serving clients and empowering them achieve their goals through personalized strategies.
Dan was born and raised in the small town of Strathroy, Ontario as the second youngest in a large family of seven.
In his spare time, he enjoys cruising on his motorcycle, playing beach volleyball, going to the gym and spending time with his nieces and nephews. The need for blood is always high so he likes to donate every two to three months.
Woodstock Office
Burlington Office
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