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Dan Forster, CFP, RRC

Dan Forster, CFP, RRC

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location of Dan Forster, CFP, RRCAncaster, Ontario, Canada

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  • Timeline

  • About me

    Financial Consultant focusing on wealth creation and preservation for professionals, families and business owners

  • Education

    • Ancaster High

      -

    • McMaster University

      1988 - 1992
      Bachelor of Arts (BA), Economics, Political Science

  • Experience

    • IG Wealth Management

      Jun 1993 - now

      As a financial advisor, I help clients get more out of their money, so they can get more out of life. I do this by providing financial guidance in six key areas; Investment, Retirement, Mortgage, Estate, Tax and Insurance Planning.

      • Senior Financial Consultant at IG Wealth

        Jun 1993 - now

      • Financial Consultant

        Jun 1993 - Nov 2021

  • Licenses & Certifications

    • Certified Financial Planner professional (CFP)

      FP Canada

    • Registered Retirement Consultant

      Canadian Institute of Financial Planning
      Mar 2015