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    Financial Planning

    Dan obtained his Certified Financial Planner designation in 1999 and has provided a fee for service advisory service since 2001. We do not sell or hold any investments but rather provide independent evaluation and planning advice on a wide range of topics and issues.


    Have questions about;

    • Retirement
    • Investing
    • Financing
    • Education

    • Incorporating a Business
    • Budgeting
    • Money Management
    • Financing Options

    We have resources and advice to assist you in any of these areas as well as a network of professionals who can assist in them implementation of these plans.