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, Saskatchewan and Nova Scotia. Marie obtained her Certified Health Insurance Specialist (CHS) designation in 2021. She is passionate about 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 spend time and adventure with her husband and her daughter.

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 plans. 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 an independent Financial Advisor at DEAN Financial. He joined the team as an intern in January 2024 and gained meaningful experience before transitioning into his advisory role in early 2025. Blake holds a Bachelor of Business Administration with honours, specializing in Finance. He is dedicated to expanding his industry knowledge to help clients make informed and confident financial decisions.

Prior to joining DEAN Financial, Blake completed an internship in the operations department of a major Canadian bank. This experience provided him with a strong foundation in the mechanics of financial services. Now, under the mentorship of Dan and Marie, he is refining his expertise to provide comprehensive guidance and high-level service to his clients.

Outside of the office, Blake is an avid sports fan who enjoys playing basketball, hockey, and baseball. He is particularly passionate about following the Edmonton Oilers. In his spare time, he enjoys trips to his cabin, catching up with friends, and unwinding with his favorite TV series or video games.

Varinder is a BBA Finance student at NAIT, graduating in April 2027, with a deep focus on financial markets, research, and personal finance. He takes a scientific approach to solving problems and loves working with Excel, whether it’s building tools with VBA or analyzing data with simple formulas.

Varinder had the incredible chance to put this analytical approach to the test on a global stage when he represented NAIT at the 2025 Rotman International Trading Competition, competing in algorithmic trading against students from around the world.

He brings this same analytical leadership to his volunteer role with NAIT’s ICON student investment club, where he leads a team of analysts and junior analysts, guiding them through complex valuation projects. This connects naturally with his professional background in customer service and management, where he first learned how much he enjoys leading and developing teams.

Outside of his studies, Varinder is a self-taught photographer who loves taking landscapes and spending time in nature. He also enjoys exploring new places, travelling, watching great sci-fi movies, and spending time with his family