The Wealth Protector™ Estate and Trust Practitioner

Dan Anders CFP®, TEP

Phone Number:

(604) 318-9161

Email:

After losing my father in a fatal car accident at the age of 10, it is notable that I decided upon a career in the insurance and estate planning industry at the age of 25. I saw first-hand the struggles that inadequate planning can cause the family left behind.

Continually updating my expertise to include personal and corporate estate and succession planning, I focus on planning for business owners and their families.

I am a CFP®️ (Certified Financial Planner) and a designated TEP (Registered Trust and Estate Practitioner) through STEP Canada, and have been active in financial and estate planning since 1983. Using a proprietary Wealth Protection Analysis™, and a deep historical knowledge of the insurance and estate planning landscape in Canada since then (and before), the services I provide are complete and inclusive of any concerns you may have.

The greatest gifts in life are family and now, grandchildren! When time permits, I enjoy golfing and our plentiful walks and hikes that the West Coast has to offer.

I was particularly impressed by the excellent sense of responsibility you demonstrated in the way you handled the higher amount of my first year’s insurance premium required. I am truly grateful for the work you have done in settling this matter.

Mrs. V. L.

Our team wholly embraces comprehensive wealth management through investment management, financial planning and estate planning. Dan’s expertise and experience with insurance is a great addition to our complete services offering with his risk management analysis. His services provide many opportunities that promotes growth within our business and encourages stability in relationships with our clientele. He is responsive, professional, and courteous in all client service he has undertaken on our behalf.

AT Certified Financial Planner

I thank you very much and you deserve accolades for the cheque arriving at the time of our meeting with our advisor. This process has been very emotional for me as it is a reality that I no longer have my parents. Even though I am older and had my parents for many more years than some people do, it is tough; however only to get better with time. In the meantime I am very grateful and appreciative of those who have assisted us, in ease, for this process to go smoothly. Again, thank you very much for everything and enjoy the rest of your Summer.

JD

Dan did a great job with {our clients} yesterday afternoon. I believe It was their third meeting with Dan, and my second with them.

I really like Dan’s patient and thorough approach. We were in the room for 2.5 hours while going over every detail and question that {our clients} could possibly ask.

The financial planning process made this decision “easy” for {our clients}. Every point came back to what the plan clearly laid out as a requirement for their goals.

I really enjoy working this way, as I have for most of my career. It’s a pleasure to work with Dan through the planning process and deliver true value to our clients.

RH, Investment Counsellor

Dan is creative and a well-educated Estate and Financial Planner. He is very productive, often handling multiple cases at once. We have found him to be an inspiring strategist, and his expertise in this area has helped our team move beyond sales to offer a deeper wealth management experience to our clients.

JR, Investment Advisor