Dan brings almost 30 years of industry experience to his role as Portfolio Manager and Vice-President. Dan began his career in 1989 by creating financial models and forecasts and that financial expertise and experience shaped how Dan works with his team and clients today. Dan is passionate about helping clients achieve their financial goals. He uses his experience to work with his clientele on their wealth management planning and managing their investment portfolios.
Dan earned his MBA in Finance and Marketing at the Rotman School of Management at the University of Toronto and completed Bachelor degrees in Economics (Western) and Commerce (McMaster). Dan maintains numerous industry designations, including Canadian Investment Manager (CIM), Professional Financial Planner (PFP), and Fellow of the Canadian Securities Institute (FCSI).
Over the years Dan has worked with several charities by supporting, sponsoring, working on boards, committees and events ranging from the United Way, Wellspring, mental health initiatives, Defeat Depression and London Children’s Hospital. Dan lives in London with his wife Leslie, three children, and an assortment of pets. In his downtime, you can find Dan with his family, cycling, skiing, playing hockey or walking his dogs.