My Bio

Dan has spent over 45 years in the Financial Services Industry with three large insurance companies. His career spans four segments. He has been a licensed financial advisor since he graduated from McMaster University with a Bachelor of Commerce degree.

Dan spent three years in the head office of London Life recruiting and training financial advisors. Dan then became a leading Field Regional Director overseeing distribution for over 33 years with London Life, Aetna and Great West Life.

For the last five years he has been consulting, training and coaching under the Advisor 21 banner. Dan is also a skilled public speaker and has over 4 years of  experience as a sessional professor at both Durham College and UOIT.