Dan entered the financial industry in 1998 and has thrived in a variety of progressively senior roles, including portfolio analyst, financial planner, branch manager, VP Wealth Management, Regional Financial Planning Consultant, Private Banker and finally Senior Investment Counsellor. Dan’s draw to the financial industry began with a deeply personal experience. As he was studying his Masters of Chemistry, his father was diagnosed with cancer. He returned to Italy to share his father’s last few weeks. Having an estate to deal with and knowing nothing about money, he began to read books about personal finance – he was immediately captivated and particularly drawn to investing. Dan decided that helping others make financial decisions would become his life’s work and switched to a finance degree.
Today, Dan continues to enjoy getting to know his clients to help them make sound financial decisions for the long-term. His clients appreciate the breadth and depth of his knowledge and experience as well as his genuine approach to providing holistic advice.
Outside of work, Dan is an avid traveler and lifelong Formula One fan. His top priorities are his children who are both studying their respective master’s degrees in Italy.
