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, Saskatchewan, 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 Licensed Insurance Advisor at DEAN Financial. He initially joined the team as an intern in January 2024, gaining hands-on experience over eight months before transitioning into an advisory role in 2025. He recently completed his Bachelor of Business Administration (BBA) degree, specializing in Finance, and is eager to expand his industry knowledge to help clients make informed financial decisions.

Before joining DEAN Financial, Blake completed a year-long internship in the operations department at Canadian Western Bank (CWB), where he developed a strong foundation in financial services. Now, under the mentorship of Dan and Marie, he is refining his expertise to provide comprehensive financial guidance and better serve his clients.

Outside of work, Blake has been a goaltender in hockey for over 15 years and still plays occasionally. He enjoys spending time with his girlfriend, catching up with friends, and escaping to his cabin outside the city. In his downtime, he unwinds by re-watching his favorite TV series, playing video games, and exploring new sports.

Tyler is currently completing his Bachelor of Business Administration in Finance at NAIT and is on track to graduate in April 2026. With a strong interest in financial services, he brings enthusiasm and a client-first approach to every interaction. Before entering the industry, Tyler spent several years playing junior hockey and recently wrapped up his competitive career. He now channels that same discipline and focus into his professional development.

Outside of work and studies, Tyler is a devoted Oilers fan who enjoys catching games either with friends or during a quiet night at home with his cat, Jasper. He’s passionate about building meaningful client relationships and is committed to supporting individuals and families in reaching their financial goals.