Dan earned his Bachelor of Commerce degree, majoring in Finance, from the University of British Columbia in 1990. That same year, Dan began his career in the financial services industry. He specializes in managing wealth for affluent individuals, professionals and small business owners, spanning from downtown Vancouver to rural B.C. communities.

Dedicated to providing sound financial advice to his clients, Dan holds the Financial Management Advisor (FMA) designation and has completed the Professional Financial Planning and Wealth Management courses.

In his spare time, Dan enjoys skiing, mountain biking, working in his garage, and spending time with family and friends.

Cameron graduated in 2021 from the University of Northern British Columbia with distinction. He earned his Bachelor of Commerce degree, majoring in Finance and Accounting and with a minor in Economics. Later that year, Cameron joined Dan as an Client Associate. Cameron's ambition and personal interest in finance has led to him accelerating into an involved role, assisting with district-wide processing improvements and training new staff and co-op members. His eagerness to learn and improve has earned him the teasing nickname of “Keener”, which he has accepted.

Outside of the office, Cameron enjoys getting together with friends to go bouldering and play board games. Occasionally, Cameron can be spotted learning Latin dancing. If seen, stay a safe distance away as he is still learning the steps.