Backed by more than 24 years of experience with RBC Dominion Securities, Dan remains committed to providing portfolio management and wealth planning advice to a select number of high-net-worth families and organizations. Dedicated to building strong relationships with clients and RBC partners across the enterprise, Dan has been recognized with the RBC 2024 Regional Partnership Award. This award is presented to those who have demonstrated strong partnership efforts across RBC platforms. Dan is a member of the DS Advisory Board (DSAB), which proactively identifies and recommends opportunities to enhance the client and advisor experience within the firm.
A graduate of Queen’s University, Dan holds a Bachelor of Commerce (Honours), and is a Chartered Financial Analyst (CFA) charterholder.
Away from work, Dan enjoys spending time with his wife Molly and their three children. Dan and Molly support a number of local charities in Calgary, and Dan is the past chair of the Finance Committee at his local church and a member of the Calgary CFA Society. Dan also likes to stay active by swimming, skiing, and playing tennis and golf.
