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.

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 ambitions and personal interest in finance has led to him to taking on a more involved role. He is eager to continue furthering his knowledge to benefit their clients and himself.