About

Dan is an experienced financial advisor with a demonstrated history of working in the financial services industry. He maintains both the CPA, CA and CFP designations and is skilled in personalized financial planning, investment & insurance strategies, group pensions & benefits, public speaking as well as income tax & estate planning. Leveraging his skilled professional background and experiences from past Client engagements, Dan relies on a robust technical knowledge base and a desire to continue learning to help his Clients solve problems every day.

Previously, Dan was a Director in Sun Life’s Estate and Financial Planning Services department. In this role he became an expert in developing planning strategies for business owners, retirees and those thinking about retirement to help them develop a retirement plan specific to their needs.

Away from the office, Dan enjoys spending time with his wife Bree and their beautiful daughter Anna. They both love being involved in local sports and athletics and if you don't find them on the field, in the rink or out for a run, you'll likely find them at home reading a good book.

Melissa provides exceptional Client service in her role as Service Associate. Her primary focus is creating a positive Client experience with Sun Life. She is a purpose-driven support person, with a passion for creating enduring Client relationships. She has over 25 years of experience in the financial services and agricultural industry, supporting private businesses and individual Advisors.

Melissa is Mutual Funds Licensed. She strives to find new ways to serve Clients and deliver on our purpose to help Client’s reach their financial goals.

Outside the office, Melissa happily spends her time with her husband Reg and their two fantastic sons, Kaden and Tate. With very deep rural roots, much of their time is spent on the family Dairy Farm, sharing farm life with valued family and friends.