You’re In Good Hands With Our Financial Experts

Elevate Your Retirement & Succession Wealth Planning

Our certified experts can help you create an effective retirement plan to ensure you get to live your retirement the way you want to.

Backed By Experts You Can Trust

Retirement & Succession Planning For A Better Future

Most of us understand the benefits of retirement planning; however, when it comes to implementing one on your own, it doesn’t feel as straightforward. Our experts can help you tackle everything from examining your assets, auditing past earnings and profits to finding the best way to preserve & distribute your estate in your will.

Transparency & Clear Communication

From our quotes to our emails, we make sure nothing is lost in translation and ensure everything is documented for you to refer to later.

We Keep All Parties Involved Informed

We ensure our clients are informed and well prepared to take on their financial goals, risks, and retirement savings plans

Certified Services From Registered Experts

Our team consists of well-informed CFPs (Certified Financial Planner) and a designated TEP (Registered Trust and Estate Practitioner) through STEP Canada

Succession Planning & Trusts For Family Businesses

When it’s time for you to hand over your business to a successor, you’d ideally want the company to stay in the family. While you decide who fills whose shoes, we can help you establish a trust for estate and tax planning.

Retirement Financial Planning

Retirement Insurance

Insurance is about peace of mind for you and your loved ones. For families, making sure you have health, disability, critical illness and life insurance is a means by which to safeguard the financial interests of your family in the event of the unexpected.

What Our Clients Say About Us

Dan has an excellent understanding of the estate planning process that combines both investments and insurance, which is paramount to build any comprehensive financial plan. He is very thorough in his due diligence process, and always puts client's interest first.


I have known Dan for 30 years, and have always know him to be conscientious and thorough when working for his clients. I believe Dan works very hard to find the best planning solutions available, and to present them in a manner which clients clearly understand.

TN, Investment Advisor

Dan uses a comprehensive process to assess wealth management and estate planning needs. His depth of knowledge and wealth of experience enable him to provide valuable, tax-saving advice. John Edwards - Branch Manager, National Bank Financial, Kelowna, B.C.

JE, Wealth Advisor

I met Dan over a decade ago when he came over to RBC. Dan was an innovator and he worked closely with his clients to protect and enhance their wealth. In my opinion, his acumen and approach are a refreshing change from what most advisors do. Passion and care are always at the forefront when Dan is involved. Anyone would be fortunate to be working with this professional.

JG, Insurance Planning Manager

I have known Dan for over 10 years and am thankful for his astute insights and advice that I have found to be very beneficial. he took the time and interest in understanding my needs, circumstances and preferences. Dan took the time to get a feeling for where I was at, and demonstrated his depth of knowledge and experience in developing my plan. He is professional, ethical and has my trust and respect.


I was referred to Dan and when I first inquired about #lifeinsurance, the first thing he said was “congratulations!” I didn’t really understand why but talking about something difficult was the first step in setting up a policy to help protect my family for the future. Dan’s professionalism and great deal of knowledge made the process of purchasing a policy comfortable and easy.

AS, Superintendent Ops

Dan has been my advisor ever since I arrived in Canada in 2009. Dan's knowledge and expertise is significant and he has advised me on numerous different strategies to financially protect and secure my family for the future. I can fully recommend Dan to anyone looking for advice.

SF, Partner & Founder

I worked with Dan when he was an Estate Planning Specialist, and I was a Will and Estate Planning Consultant with RBC Dominion Securities Group. As an estate planning lawyer, I found Dan to be extremely client focused, knowledgeable and personable. He was always looking for the best solution for his clients and was a pleasure to work with. I highly recommend Dan as an insurance professional.

BM, Senior Lawyer

I have been a client of Dan for a few years now. As with all insurance professionals you hope you never really need them, but hope that they are by your side when you do. Dan has proven that when he is needed his is fully present and in your corner guiding you through what can be an overwhelming puzzle that is insurance. He is beyond a sales person but a true and authentic professional. I am happy to recommend his services and advise to all that would need it.

JP, Automotive Facilitator

I have known Dan professionally for more than a decade, and always found him to be well-skilled and respected for his excellent service and competent advice.

RK, Investment Advisor

Early this week Dan and I had our second meeting with my clients. I greatly appreciate and respect Dan's abilities as our in-house estate planner. Dan was able to untangle and assess the client's situation with a knowledgeable confidence that really resounded with the clients. I am delighted in the fact that this client was made to feel at ease and now more than ever depends on our services of estate and financial planning.

EP, Investment Advisor

I was very impressed by the concise manner in which you dealt with my estate planning. You were efficient, to the point, and very experienced in conducting your business. You were attentive to my concerns and addressed them in your recommendation. I was particularly impressed by the excellent sense of responsibility you demonstrated in the way you handled the higher amount of first year's insurance premium required. I am truly grateful for the work you have done in settling this manner.

VL, Client

Dan is creative and a well-educated Estate and Financial Planner. He is very productive, often handling multiple cases at once. We have found him to be an inspiring strategist, and his expertise in this area has helped our team move beyond sales to offer a deeper wealth management experience to our clients.

JR, Investment Advisor

Our team wholly embraces comprehensive wealth management through investment management, financial planning and estate planning. Dan’s expertise and experience with insurance is a great addition to our complete services offering with his risk management analysis. His services provide many opportunities that promotes growth within our business and encourages stability in relationships with our clientele. He is responsive, professional, and courteous in all client service he has undertaken on our behalf.

AT Certified Financial Planner

Dan did a great job with our clients. I really like Dan’s patient and thorough approach. We were in the room for 2.5 hours while going over every detail and question that our clients could possibly ask. The financial planning process made this decision “easy” for our clients. Every point came back to what the plan clearly laid out as a requirement for their goals. I really enjoy working this way, as I have for most of my career. It’s a pleasure to work with Dan through the planning process and deliver true value to our clients.

RH, Investment Counsellor