The Wealth Protector™ Estate and Trust Practitioner
Dan Anders CFP®, TEP

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.