Dane has been involved in building and protecting client wealth for over 25 years. In the beginning of his career he worked in new product development, the capital markets and investment banking. He has completed his CFA (Chartered Financial Analyst) designation and has been a Portfolio Manager since 2006. Prior to starting in the financial services industry he completed his Bachelor of Arts in Economics at the University of Western Ontario.
In addition to being an accomplished investment advisor and wealth manager, Dane is a gifted teacher. He spent two periods—2000-2001 and 2011-2015—helping coach other investment advisors to more efficiently manage money and reduce risk for their clients.
Married with two children, Dane lives in Oakville, Ontario. He enjoys spending time with his family, bicycling, golfing, travelling and relaxing in Muskoka. One of his central passions is meeting and working collaboratively with his clients throughout the GTA, Ontario and Canada.
