Insurance, estate, and tax issues can seem daunting to anyone, and this is where my unique approach to these concerns reveal an ability to simplify even the most complex situations for your benefit.
Dan Anders is a Certified Financial Planner®️ and Registered Trust and Estate Practitioner and has been active in financial and estate planning since 1983. A member of ADVOCIS and STEP, both of which are integral associations for financial and estate planning professionals in Canada. Dan continues his education in his chosen field of expertise to stay abreast of changes and developments pertaining to these disciplines as they are essential to properly assist our clientele complete their personal planning agenda.
Interact Financial is also an authorized representative for LegalShield® and IDShield, the easiest and most affordable way to give yourself access to unlimited legal services, consultation, and the preparation of your will, Power of Attorney, and Health Care Directive (included in the cost of your membership)! In addition, identity theft has been the #1 reported consumer complaint in North America every year since 2000. IDShield protects your identity if ever stolen or compromised. Both our legal services membership and identity theft protection can be yours for about $1/day!