Knowledge, experience & integrity


Value statement

As a financial advisor, Dane works closely with his clients to manage their wealth through comprehensive investment and risk management strategies designed to meet their financial goals. Because his client base ranges from affluent individuals and families to institutional clients listed on the New York Stock Exchange, Dane’s approach to each relationship is unique. By utilizing his knowledge, experience, and integrity, in addition to the vast set of resources provided to him by RBC, Dane is dedicated to becoming his clients’ trusted consultant, helping them to reduce financial complexities and focus on what is most important to them.


Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

Read the Global Insight Monthly »

Take the next step

Please contact me to set up a meeting.

Latest Insights

Woman examining plant while holding a laptop

Sustainability 101: An investor’s guide to why these buzzwords matter

Understand common strategies within the responsible investing and sustainability space and how they could impact your portfolio.

Read more

Bulletin Board