Meet Our Team
Dan is your personal portfolio manager. He is responsible for determining your goals and objectives, setting your investment policy, and implementing your investment strategies. Dan has been a professional financial advisor since 1992. He holds the Certified Financial Planners designation, the Certified Investment Managers Designation and is a Fellow of the Canadian Securities Institute. Dan resides in Ottawa with his wife and three children.
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Disclaimer: The information contained herein is for AB, BC, NS, ON, QC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). Investment Planning Counsel is a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. (ON lic. #10227). Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.