Whether you are navigating life’s milestones, managing business transitions or thinking about your legacy, Dan offers actionable guidance tailored to your needs. For more than 19 years, Dan has been helping clients achieve their financial, lifestyle and legacy goals.
Dan’s role is to act as your family’s CFO—coordinating the big picture, so you can focus on what matters most, and feel less stress and uncertainty. His approach is rooted in building deep, enduring relationships so your family has clarity, continuity and confidence at every stage of life. By understanding your values and goals, he helps create a strategy that connects planning, investing and legacy conversations.
Dan holds a Bachelor of Commerce from Lakehead University. Outside of work, Dan enjoys spending quality time with his wife, Allison, their two kids, Grayson and Zoe, and their dog, Oreo. As a family, they like to travel, ski, and golf. Dan also spends a lot of his free time coaching his kids’ Ottawa Shooting Stars basketball teams, and volunteering as an executive on the organization’s board of directors.
