Dan has over 23 years of financial industry experience, which includes senior roles with several leading Canadian investment banking and asset management firms. His most recent role was as Director of Global Equity Derivatives with RBC Capital Markets in Vancouver, where he was responsible for the distribution of investment solutions to RBC Wealth Management in Canada and the United States.
In his new role as Investment Advisor, Dan and his team work closely with an extended team of financial specialists in areas such as tax, financial planning, Will and estate planning, business planning, tax minimization and insurance solutions. Dan collaborates on the design of customized, comprehensive solutions to grow, maximize, and protect wealth.
Dan and his wife, Leah, have two children and enjoy travelling and outdoor activities such as biking, boating, hiking, and skiing.
