Conseiller en placement
You probably wouldn’t think “nurturer” as a word that comes to mind when describing someone who leads a team that advises business owners, entrepreneurs, and their families, but Dan can’t help but be that way. He’s practical, sensible, a businessman, and simply cares about helping his clients get what they want. You’ll know what we mean when you meet him.
Dan is in his third decade advising multigenerational entrepreneurial families. Residing in Sarnia, Ontario with clients in several provinces, he brings a unique perspective on financial goals that help clients maximize confidence in their future.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.