Dan Dean
Certified Financial Planner at Dean Financial Ltd
Based in Edmonton, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Edmonton
Industry
Investment Management
Company size
7
Contact information
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d•••••••@deanfinancial.ca
Phone
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Background
About Dan Dean
Dan is an independent Certified Financial Planner (CFP) focusing on the lifetime financial security requirements of his clients and their families. His ideal clients include business owners and professionals, such as physicians, pharmacists, engineers and physical therapists. Through consultation and research, Dan and his team develop and implement innovative approaches to meet their clients' financial security needs. Dan is licensed in Alberta, B.C, and Ontario. His other advisor,(and daughter) Marie, is licensed in Alberta, B.C, and Saskatchewan. He is a member of Advocis,(The Financial Advisors Association of Canada). Dan is a member of CALU, the Conference for Advanced Underwriting as well as a Certified Executor Advisor.
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