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Dan has spent 15 years providing financial guidance, direction and discipline to his clients. His early career was spent providing advice in the mortgage industry with CMHC. He then spent several years with Scotiabank as Relationship Manager for Small Business Owners providing guidance and solutions for a broad range of financial needs. Most recently, Dan has concentrated his efforts on personal financial planning to private individuals. Dan spent six years with Freedom 55 Financial, where he provided financial planning and advice to clients with an emphasis on risk management. While at Freedom 55, Dan was rookie of the year for his branch as well as becoming a member of their Executive Life Club. Dan is a Certified Financial Planner who is passionate about providing excellent service to his clients with an honest, simple and straightforward approach. He lives in North York with his wife, Barb and their two children, Kelsey and Evan. If you like BBQ he is always willing to serve up his family favourite, baby back ribs. |
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Dan Morris