Dana Brooks

Dana Brooks

CFP, CLU

Associate Vice-President, Advanced Wealth Planning Group

After 15+ years at a large Canadian insurance/wealth dealer, Dana Brooks has joined the Advanced Wealth Planning Group as Associate Vice-President, Wealth Planning. Dana is located in Calgary, AB and will be primarily working with advisors in BC and AB.

Dana is a wealth strategist with over 15 years of insurance and wealth industry experience. Her background includes planning for high/ultra-high net worth clients, whether they are business owners, farm/ranch operators, professional clients and their next generation.

She excels at supporting advisory teams with their client’s wealth planning needs through comprehensive planning. Her passion for identifying and addressing a client’s unique needs is evident from the first discovery meeting through to presenting the client’s planning deliverable.

When she is not working with advisory teams and their clients wealth needs, she is in the mountains kayaking and camping in the summer and snowshoeing in the winter with her husband Mark and their lab Tilley. Additionally, Dana is passionate about her volunteer work in her community and surrounding area.