Dan is responsible for driving the continued growth of our business in Ontario by working with top-tier investment advisory teams to understand how they can leverage the competitive strengths of CC&L Financial Group to add value to their clients and their practice.

Prior to joining CC&L Funds, Dan held a Vice President, Business Development role at a boutique hedge fund based in Toronto. Preceding this, he spent over five years at NEI Investments, helping advisors integrate ESG strategies into their business.

Dan began his career in the financial services industry in 2009 and has a Bachelor of Arts with Honours in Economics and Business Ethics from York University. He also serves as a member of the national fundraising committee for the Brain Tumour Foundation of Canada.