Dan Dervaitis

With 24 years of experience in the wealth management industry, Dan serves as Senior Vice-President, Wealth Strategy & Advisor Enablement and leads the optimization of our advisor practices inclusive of programs, reporting, and succession planning, while ensuring alignment with our broader organizational strategies.

Prior to joining Wellington-Altus, Dan served in a senior role overseeing Business Strategy and Analysis for Richardson Wealth. He holds a Bachelor of Science degree in Engineering from the University of Guelph.