Dan Maclean Cfp Email & Phone Number | As Senior Risk advisor to valued clients, my goals is to help educate you on the risks to be managed, delivering transparent plans to protect and enhance financial prosperity. With over 20 years experience within the insurance & investment industry, objective advice comes from an independent broker with the patience to understand client needs, delivering sound risk management solutions that are understood. Specialties: Business Owner risk protection & succession planning Life, Disability and Critical Illness Insurance Protected Asset Plans (Annuities, Segregated Funds)

Dan Maclean Cfp

As Senior Risk advisor to valued clients, my goals is to help educate you on the risks to be manage...
Calgary, Calgary, Canada

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Dan Maclean Cfp’s Email dmaclean@griip.ca

Dan Maclean Cfp’s Phone Numbers

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Dan Maclean Cfp’s Location Calgary, Calgary, Canada

Dan Maclean Cfp’s Current Industry Guardian Risk Insurance & Income Planning (GRIIP)

Dan Maclean Cfp’s Prior Industry ATB Financial | AEGON Canada / Transamerica | Trilagy Insurance | Merrill Lynch | RBC

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Senior Risk Advisor | Partner | Independent Broker

2011-01-01 00:00:00 - Present

Wealth & Estate Planner

2008-01-01 00:00:00 - 2011-01-01 00:00:00

Sales Director

2006-01-01 00:00:00 - 2008-01-01 00:00:00

Senior Account Executive

2002-01-01 00:00:00 - 2006-01-01 00:00:00

Financial Consultant | Broker

2000-01-01 00:00:00 - 2002-01-01 00:00:00

Manager

1989-01-01 00:00:00 - 2000-01-01 00:00:00

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Dan Maclean Cfp is a As Senior Risk advisor to valued clients, my goals is to help educate you on the risks to be managed, delivering transparent plans to protect and enhance financial prosperity. With over 20 years experience within the insurance & investment industry, objective advice comes from an independent broker with the patience to understand client needs, delivering sound risk management solutions that are understood. Specialties: Business Owner risk protection & succession planning Life, Disability and Critical Illness Insurance Protected Asset Plans (Annuities, Segregated Funds)

Dan Maclean Cfp currently works in the Guardian Risk Insurance & Income Planning (GRIIP) |

Dan Maclean Cfp has prior
experience in the following industries:
ATB Financial | AEGON Canada / Transamerica | Trilagy Insurance | Merrill Lynch | RBC

Dan Maclean Cfp has the following professional experience:
Guardian Risk Insurance & Income Planning (GRIIP) | ATB Financial | AEGON Canada / Transamerica | Trilagy Insurance | Merrill Lynch | RBC