Our Team

Dan is the primary point of contact for our clients and is responsible for investment strategy and wealth management planning.

Dan received his Bachelor of Commerce degree and MBA from Saint Mary’s University. After finishing his formal education, he played professional hockey in Canada, United States and Denmark. Dan has been an Investment and Wealth Advisor with RBC Dominion Securities since 2012.

In 2017, Dan was the recipient of the prestigious Donald J Langill Memorial Award (given to just one advisor in Canada each year) in recognition of his integrity, dedication to exceptional wealth management and strong work ethic. Ever aware of the evolving nature of the industry in which he operates, Dan obtained the Responsible Investment Advisor Certification through the Responsible Investment Association of Canada.

Dan leads by example when it comes to giving back to the community in which he is raising his two strong-willed daughters. His commitment to making a positive social impact earned him the RBC Global Citizen award in 2019. Dan’s outlook on life, work and success are best described by a quote from Arte Moreno; “Our lives are inspired by the dreams we have from the earliest stages of our youth. When you combine passion and hard work, then success is always possible. While no road is ever straight, dedication and persistence will always lead you to your dreams.”