Dan is a Licensed Assistant and CERTIFIED FINANCIAL PLANNER® professional, as accredited by the Financial Planning Standards Council (FPSC) who works in our administrative office processing account openings and transactions. He graduated from the three-year Business Administration – Financial Planning program at Conestoga College in 2019. He earned his CFP® designation in 2022. He 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 and going to the gym. The need for blood is always high so he likes to donate every two to three months.