My core belief is that listening is the most important contribution that I can offer, and, I am happy to work with your Accountant, Lawyer and/or Real Estate Professional to gain a better understanding of your concerns so that the recommendations returned to you are valuable.
— Dan Anders CFP®️, TEP

A Certified Financial Planner®️ and Registered Trust and Estate Practitioner. 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.