Dan brings more than 30 years of industry experience to his role as Senior Portfolio Manager. He began his career in 1989, creating financial models and forecasts—expertise that continues to shape how he works with his team and clients today. Dan is passionate about helping clients achieve their financial goals through thoughtful wealth management planning and disciplined investment strategies.
He earned his Master of Business Administration (MBA) in Finance and Marketing at the Rotman School of Management, University of Toronto, and holds bachelor’s degrees in Economics (Western) and Commerce (McMaster). Dan has also earned the Canadian Investment Manager (CIM), Professional Financial Planner (PFP), and Fellow of the Canadian Securities Institute (FCSI) designations.
A big believer in giving back to his community, Dan has worked with many charities over the years, supporting, sponsoring, and serving on boards and committees for organizations such as the United Way, Wellspring, mental health initiatives, Defeat Depression, and London Children’s Hospital. He lives in London with his wife, Leslie, their three children, and a lively assortment of pets. In his downtime, you’ll find him spending time with family, cycling, skiing, playing hockey, or walking his dogs.
