Guiding You Towards a Secure and Prosperous Future Since 1983
Interact Financial is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and a deep understanding of financial planning, Interact Financial offers expert guidance tailored to your unique needs. Our mission is to work with successful families and small business owners to max out their financial security. We believe in empowering you to make informed decisions about your financial future. At Interact Financial, we guide—you decide.
My comprehensive financial planning services are tailored to help you build, manage, and safeguard your wealth.
Dan Anders, our founder and principal financial planner, brings over four decades of experience in the financial services industry. As a Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP), Dan is committed to delivering personalized and strategic financial solutions tailored to each client’s unique needs. His expertise spans investment management, retirement planning, estate planning, and risk management.
Dan Anders, our founder and principal financial planner, brings over four decades of experience in the financial services industry. As a Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP), Dan is committed to delivering personalized and strategic financial solutions tailored to each client’s unique needs. His expertise spans investment management, retirement planning, estate planning, and risk management.
Beginning with the end in mind! Established with the mission.
This makes the beginning of trusted relationships with many long-term valued clients.
Expanded service offerings to include comprehensive wealth management, retirement planning, and estate planning. This allowed Interact Financial to cater to a wider range of client needs and provide holistic financial solutions.
Enabling clients to access to their investment accounts online, and innovating additional enhancements to come.
Dan Anders enters the financial planning industry, setting the stage for a journey driven by client needs.
Marking a milestone of trust, we nurtured relationships with successful families, small business owners, and their trusted advisors.
Responding to client needs across regions, we expanded our offerings to ensure our clients receive holistic financial solutions.
Pioneering digital accessibility, we empowered clients to manage investments online, pioneering new ways to enhance their financial journey.
Partnering with Interact Financial means aligning with a dedicated professional committed to your financial success. My personalized, transparent, and expert approach ensures you have the support and guidance needed for a confident financial journey.
Begin your journey to financial success with Interact Financial. Schedule your complimentary consultation today and work with me as your expert financial planner in Canada to guide you towards achieving your financial goals.
Effective Solutions To The Problems of Excess Taxation, Estate Preservation, and Business Succession
Begin your journey to financial success with Interact Financial. Schedule your complimentary consultation today and work with me as your expert financial planner in Canada to guide you towards achieving your financial goals.
