Branch Manager, Investment Advisor
Toll Free: +1 (888) 255-0015
Fax: (250) 314-3872
With his consultative approach to building relationships based on trust and integrity, Dan can help you develop a strategy to achieve your financial goals. He has a strong track record of assisting others and truly believes that he can bring peace of mind to your retirement planning.
WHAT MAKES DAN DIFFERENT?
- Dan believes that his clients' interests are best served by taking a fully-diversified portfolio approach to investing.
- He works closely with clients to create customized investment strategies, while keeping risk at an acceptable level.
- Dan is committed to building a solid, lasting relationship with each of his clients, and truly learning what they are "all about."
I'd like to help you and your family meet your financial goals. Here's what I offer:
- Financial Planning
- Retirement Planning
- Professional Money Management
- Charitable Giving
- Credit & Banking Solutions
Please call, or click here to request a no-obligation meeting.