Testimonials

"Dan is a knowledgeable, professional and consultative financial planner. He listens intently, responds appropriately and follows up on decisions made in a timely manner. I feel confident that my investments are in a good place, based on the solid advice provided by Dan that he has gained through his years of experience." - Tracey Harrison

"Dan is the ultimate professional working with and for his clients to protect against their financial risks. It is a pleasure to work with someone so thorough in looking after people's needs." - Grace Kallal

"Dan is very knowledgeable about the insurance industry. Dan provided excellent assistance with my insurance product selection so that they fit my insurance needs at my current stage in life. It is important that your insurance agent be familiar with medical diagnoses and conditions so that they can correctly guide you through the application process. 
Dan is familiar with medical issues and provides good advice as to the proper disclosure in the applications." - Joseph Blais

"I recommend Dan to all my clients who require the help of a Financial Planner. I also recommend all my clients that require mortgage protection insurance, disability insurance and critical illness insurance." - Yvonne Wilchewski

"Dan is a very caring and studious financial planner. He has created a very successful practice that is built on loyalty, trust and expertise. He and his team are always on the top of their game. They are genuine people who always put their clients needs and best interests before their own. Dan has the ability to discuss the importance of the financial plan in terms that people from all walks of life can appreciate" - Jillian Carr

"Dan Dean is a very knowledgeable insurance agent and seeks to get the most suitable plans and policies for the individuals that he is serving. I have been very pleased with Dan and have moved on to working with him in developing an investment plan. I highly recommend him for your life, disability and critical illness insurance and wealth investing needs." - Galen Long

"Dan has always respected me as a client by providing me with advice in clear and plain language. As well, he shows interest in my own work, and he understands the challenges I face as an educator and writer. A good friend recommended I contact Dan, which I did, and this was the best financial decision I've ever made. Dan has also been most accommodating by meeting me at times and locations that are convenient to my schedule. I trust Dan, and I would recommend him to any of my own friends and colleagues" - Naomi McIlwraith

"Dan had been helping our family with our life insurance and financial planning needs for 5 years. He has been a reliable and trustworthy advisor, ALWAYS asking the right questions and providing a range of options to ensure that he provided the solutions we needed." - Mustang Randall

"Dan's solid knowledge of the industry and his conscientious tracking of our file, his willingness to adapt to our schedules, his ability to deliver on time and his integrity make him my go-to man for financial planning. He's given us great value for our money. I've happily recommended him to others." - Bernadette Gasslein