Dan graduated from the University of Guelph in 2011 with a Bachelor of Commerce degree specializing in Economics and Finance. Prior to joining RBC Dominion Securities in 2019, Dan worked 6 years in wealth management with a major bank and has over 9 years experience in financial services.
Dan has earned numerous financial industry designations such as the Chartered Investment Manager (CIM®), the Fellow of CSI (FCSI®), and is a Certified Financial Planner (CFP®) professional. Dan became licensed in life, accident and disability insurance in 2017.
Dan resides in Etobicoke with his wife Shannon. Away from the office Dan enjoys staying active in the True North Hockey League, Toronto Sport & Social Club, and a member of the Swansea Tennis Club.