Advantage Financial Services
Dan is a Portfolio Manager (CIM), FCSI and Certified Financial Planner (CFP) who oversees the ADV Portfolio with a strong focus on research, analysis, and process-driven strategies.
He earned his Bachelor of Management in Accounting from the University of Lethbridge in 2015 and gained valuable experience at an accounting firm before joining Advantage Financial in an advisory role. Known for his analytical mindset, Dan continuously refines processes and procedures to enhance client outcomes, ensuring a structured and efficient approach to financial planning.
Beyond his professional expertise, Dan is a dedicated family man. He and his wife, Laura, have two children and enjoy spending time with their large extended family. Actively involved in the local community, Dan is committed to making a positive impact both professionally and personally.
