Dan is responsible for the growth and distribution of CC&L Funds’ investment solutions in British Columbia with the goal of working with investment advisors to help add value to their clients, practice and portfolios.

Prior to joining CC&L Funds, Dan spent over seven years with AGF Investments and recently held the role of Associate Vice President, National Accounts, working with dealer head offices focused on separately managed accounts. Before AGF, Dan spent six years with BMO Global Asset Management, helping to distribute mutual funds and ETFs in Vancouver and Calgary in the IIROC advisor channel.

Dan began his career in financial services in 2005 and holds a Bachelor of Arts (Economics) from Simon Fraser University.