Dan Noel, CFP, CIM
Dan is a seasoned financial professional, business advisor, and entrepreneur with extensive experience in financial planning.
Over the last decade Dan has built one of the largest financial planning offices in Atlantic Canada by providing institutional and retail clients with value added planning anchored by insightful analysis of trends that could impact wealth creation.
Dan has been the “Business & Financial Watcher” for CBC Radio since 2006.
Dan is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM)
Associate / VICE PRESIDENT – RETAIL
Jonathan has a passion for planning and excels at providing mid to high net worth clients with comprehensive solutions that are tailored to their specific circumstances and goals.