For nearly 30 years, Dan Trigiani has worked in the financial services industry, helping high-net-worth clients, medical professionals and business owners achieve their greatest financial goals.
Dan felt his highly analytical skills were best used in the challenging finance industry—allowing him the opportunity to serve others, research, analyze and interpret financial data to provide an informed outlook on his client’s financial status and future. His favourite part of the job is considering the unique needs of his clients and applying them to current markets, the latest financial news and trends, and building lasting financial solutions for their needs. He enjoys being able to help people navigate a complex financial landscape, by speaking to their knowledge and not above it, so they can ultimately succeed.
Dan has completed his CSC, PFP and FMA, among other designations. Educational experiences like these help him continue to thrive developing investment strategies, researching investments, creating tax plans, building financial plans and monitoring and rebalancing his client’s portfolios. Dan is known for his attentiveness, clarity and genuine care and thoughtfulness.
In his personal life, Dan is heavily involved in his children’s competitive soccer teams and loves supporting his kids on and off the field. He loves to read, remain active in the great outdoors and spend time with his friends and family.
