“Dan is the ultimate professional working with and for his clients to protect their financial risks. It is a pleasure to work with someone so thorough in looking after people’s needs.“

– Grace Kallal

“I recommend Dan to all my clients who require the help of a Financial Planner. I also recommend all my clients that require mortgage protection insurance, dissability insurance and critical illness insurance.“

– Yvonne Wilchewski

“Dan is a detailed orientated financial planner, who Takes his clients best interests to heart.“

– Jonathan Lee, CFP, CHS

“Dan is very knowledgeable about the insurance industry. Dan provided excellent assistance with my insurance product selection so that they fit my insurance needs at my current stage in life. It is important that your insurance agent be familiar with medical diagnoses and conditions so that they can correctly guide you through the application processes. Dan is familiar with medical issues and provides good advice as to the proper disclosure in the applications.

He provides prompt follow-up with any issues and is very accommodating to his clients’ schedules.“

– Joseph Blais

“Dan is a very caring and studious financial planner. He has created a very successful practice that is built on loyalty, trust and expertise. He and his team are always on the top of their game. They are genuine people who always put their clients needs and best interests before their own. Dan has the ability to discuss the importance of the financial plan in terms that people from all walks of life can appreciate.“

– Jillian Carr BFA, CHS

“Dan Dean is a very knowledgeable insurance agent and seeks to get the most suitable plans and policies for the individuals that he is serving. I have been very pleased with Dan and have moved on to working with him in developing an investment plan. I highly recommend him for your life, disability and critical illness insurance and wealth investing needs.“

– Galen Long, P. Eng.

“Dan is a knowledgeable, professional and consultive financial planner. He listens intently, responds appropriately and follows up on decisions made in a timely manner. I feel confident that my investments are in a good place, based on the solid advice provided by Dan that he has gained through his years of experience.“

– Tracey Harrison

“Dan’s solid knowledge of the industry and his conscientious tracking of our file, his willingness to adapt to our schedules, his ability to deliver on time and his integrity make him my go-to man for financial planning. He’s given us great value for our money. I’ve happily recommended him to others.“

– Bernadette Gasslein

“I purchased my disability insurance right after graduating pharmacy school. It seemed prudent given the lower cost based on my age and the unknown about long term career opportunities; I thought it best to have my own plan.

Shortly after graduation, I got a job with benefits and expected it to be the position I would hold for the remainder of my career. I was debating canceling my policy to avoid paying premiums on two plans, as we were trying to save money while starting our family.

After speaking with Marie I decided to keep my private plan, but make some adjustments so it would be more affordable while still offering financial security in case I ever needed it. I really did not think I would need to use it. I was in good health and had a relatively healthy family history.

Six months later, complications during my pregnancy led to being off work early on disability. I contacted Marie and she helped immensely with my application to the insurance company and was very supportive. The extra financial support because of my private insurance made a huge difference. I never thought I would need to make a claim and I continue to be grateful that six months earlier Marie talked me out of canceling my plan. It has been truly invaluable and I would recommend fully to other professionals.”

“Dan had been helping our family with our life insurance and financial planning needs for 5 years. He has been a reliable and trustworthy advisor, ALWAYS asking the right questions and providing a range of options to ensure that hr provided the solution we needed.“

– Mustang Randall

“Dan is the ultimate professional working with and for his clients to protect their financial risks. It is a pleasure to work with someone so thorough in looking after people’s needs.“

– Grace Kallal

“I recommend Dan to all my clients who require the help of a Financial Planner. I also recommend all my clients that require mortgage protection insurance, dissability insurance and critical illness insurance.“

– Yvonne Wilchewski

“Dan is a detailed orientated financial planner, who Takes his clients best interests to heart.“

– Jonathan Lee, CFP, CHS

“Dan is very knowledgeable about the insurance industry. Dan provided excellent assistance with my insurance product selection so that they fit my insurance needs at my current stage in life. It is important that your insurance agent be familiar with medical diagnoses and conditions so that they can correctly guide you through the application processes. Dan is familiar with medical issues and provides good advice as to the proper disclosure in the applications.

He provides prompt follow-up with any issues and is very accommodating to his clients’ schedules.“

– Joseph Blais

“Dan is a very caring and studious financial planner. He has created a very successful practice that is built on loyalty, trust and expertise. He and his team are always on the top of their game. They are genuine people who always put their clients needs and best interests before their own. Dan has the ability to discuss the importance of the financial plan in terms that people from all walks of life can appreciate.“

– Jillian Carr, BFA, CHS

“Dan Dean is a very knowledgeable insurance agent and seeks to get the most suitable plans and policies for the individuals that he is serving. I have been very pleased with Dan and have moved on to working with him in developing an investment plan. I highly recommend him for your life, disability and critical illness insurance and wealth investing needs.“

– Galen Long, P. Eng.

“Dan is a knowledgeable, professional and consultive financial planner. He listens intently, responds appropriately and follows up on decisions made in a timely manner. I feel confident that my investments are in a good place, based on the solid advice provided by Dan that he has gained through his years of experience.“

– Tracey Harrison

“Dan’s solid knowledge of the industry and his conscientious tracking of our file, his willingness to adapt to our schedules, his ability to deliver on time and his integrity make him my go-to man for financial planning. He’s given us great value for our money. I’ve happily recommended him to others.“

– Bernadette Gasslein

“We have dealt with Marie Dean for a number of different things, and have always been blown away by her expertise and her care. Not only is she extremely knowledgeable (and it shows in the prep she does before meetings), but she’s also extremely compassionate, warm and kind. She really listens to what it is you need, and helps to come up with a solution that works for YOU. She has guided us on a number of different topics, and we have never been disappointed in her recommendations. She continues to bring things to the table that we haven’t thought about, but are so grateful now that she brought them to our attention. If you are looking for a knowledgeable professional that communicates clearly and cares, then you need to talk to Marie!“

– Lisa McClain