About Dan

About Dan

I am now in my ninth year in the financial services business after running my own small contracting business for over 5 years. During this time, I have earned my Certified Financial Planner (CFP) designation as well as the Financial Management Advisor (FMA) designation and am a Fellow of the Canadian Securities Institute (FCSI).

I have also recently earned the Chartered Professional (Ch.P) Strategic Wealth designation from the Canadian Securities Institute.

I am securities licensed in BC and Alberta and hold a Level II life insurance license in BC. In order to serve my clients well, I am continually working to increase my professional knowledge, often beyond industry requirements.

My wife Jan and I live in Nanaimo with our two English Pointers, where we enjoy golfing and the Vancouver Island lifestyle!

Advisor Assistant Susan Askin

Lynne Radcliffe, Branch Administrator & Jeanne Vezina, Licensed Assistant

My Service Commitment

I pledge to offer the best possible service to my clients. My personal assistant, Susan Askin and our service team of Branch Administrator, Lynne Radcliffe and Licensed Assistant Jeanne Vezina are here to look after your account needs in timely, professional manner

Canaccord provides account statements on a monthly basis as well as online, real-time access to your account. We also have online access to our research reports.

I strive to be as responsive as possible by keeping in regular contact with you, and by returning phone calls and email promptly.

I send out Nick Majendie’s Weekly Strategy Notes to my clients as well as a bi-monthly newsletter.

Most important though, is if a mistake gets made, I fix it.