DEAN Financial

 Dan is an independent Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Executor Advisor (CEA) who focuses on the lifetime financial security requirements of his clients and their families.

Through a personalized and dedicated approach, Dan and his team develop and implement innovative planning solutions to meet their clients’ financial security needs.

Dan believes in the importance of professional conduct and standards as a financial advisor. He is a proud member of Advocis (The Financial Advisors Association of Canada) and past president of Advocis Edmonton which upholds the standards of best practices and ethical code of conduct for financial advisors. Dan is also a member of CALU, the Conference for Advanced Life Underwriting. Dan has achieved Court of the Table at the Million Dollar Round Table seven times. (MDRT members are among the top financial advisors in the world.)

Dan is licensed in Alberta, British Columbia, and Ontario. He is based in Edmonton and visits the Red Deer/Calgary area regularly. Dan also travels throughout British Columbia at least twice per year. He is available for consultations throughout the year via phone, email, or online.

Apart from his work, Dan relishes spending quality time with his wife, Patricia, their six children, and grandchildren. They love attending their grandkids’ sports events and dance recitals, as well as spending leisurely moments together at the lake. Additionally, Dan is an avid golf enthusiast who finds joy in hitting the greens.

Marie followed in her father’s footsteps in 2011, after graduating with her Bachelor of Education degree from the University of Alberta. She is a licensed financial advisor in the provinces of Alberta, British Columbia, Ontario and Saskatchewan. Marie has a passion for assisting clients in understanding the importance of professional Disability Income and Critical Illness insurance as part of their financial well-being. In her personal life, she loves to run and compete in half marathons. 

As an independent advisor, Marie is able to provide her clients with the best possible solutions for their financial needs. She takes pride in offering personalized advice and recommendations tailored to each individual’s unique circumstances. Marie believes that professional Disability Income and Critical Illness insurance are essential components of a comprehensive financial plan, and she is dedicated to helping her clients understand the importance of these products. Whether you are interested in scheduling an appointment to meet with Marie or Dan, you can rest assured that you will receive expert advice and guidance from a knowledgeable and experienced independent advisor.

Blake is a student intern at DEAN Financial, having joined the team in January. Currently in his final year of the Business program at NAIT, specializing in Finance, Blake brings a passion for numbers and a desire to help people to his role.

Prior to DEAN Financial, Blake gained valuable experience through a year-long role in the operations department at Canadian Western Bank (CWB) and a previous 8-month stint in Sales/Marketing. Blake actively contributes to the team at DEAN Financial through a variety of tasks. Blake assists Marie with onboarding new clients, ensuring a seamless transition from application to policy in place. He is also instrumental in facilitating the transfer to the new CRM system and is actively learning the advisor role by attending client meetings. Additionally, Blake reaches out to new prospects who attend Dan & Marie’s presentations and provides general support to the administrative staff.

Outside of work and school, Blake is a dedicated hockey goaltender, having played the position for the past 15 years. He enjoys spending quality time with friends, participating in new sports, and escaping to his cabin outside of the city. In his downtime, Blake unwinds by playing video games and travelling to new destinations.

A team player who thrives in a collaborative environment, Blake is eager to learn and contribute to the continued success of DEAN Financial!

Please contact Blake to schedule a meeting with Dan, Marie, or Caitlin.