Who We Serve

Dan’s clients include individuals, families as well as their corporations.

For corporations, financial planning is best completed by a team.  Dan will work alongside your existing accountant and lawyer or introduce you to others who may be able to benefit your situation and what you are looking to accomplish with your corporate plans.

Individual and family clients have ranged from as young as 18 to as experienced as 82!  

Dan is licensed in Alberta and British Columbia.