Dan Cole Email & Phone Number

Toronto, Canada Area

I work with clients in all aspects of financial health, and help them to meet their goals and plan for their futures. My current book of business is a roughly 1 million dollars in funds and a hundred thousand dollars in insurance premiums. My company functions, very similar to the Investors Group model, so please look at that, the difference is that I now deal with various fund companies, and insurance companies. I prefer the options afforded to clients by multiple suppliers. I also still work with the same professionals to facilitate wills, and accounting services, etc. Most aspects of being an advisor/consultant are much like being employed anywhere else, but it pays in commissions, and you submit your own taxes.

Toronto, Canada Area

I revived my car services business, and took a very lucrative 2 year contract, (which was then extended) covering only courier work. Fortunately, it also gave me the flexibility I needed to handle some pressing family obligations, and allowed me to help out a company that I had a great working relationship with in the past. The duties were much the same as they were previously, but I didn’t transport people, because I no longer had a limousine. So essentially it consisted of customer service, delivery, and meeting delivery deadlines.

Toronto, Canada Area

- I built and maintained a book of business of a little less than 2 million dollars in funds, and insurance products of roughly 3 to 4 million in premiums.- I helped clients protect themselves by implementing strategies designed specifically for their personal financial situations, and by building a network of “peripherals” (accountants and lawyers etc), so they would get the best service, and fair pricing for wills, tax returns etc.- I Created and implemented a “voluntary group plan” that had never been tried in the Canadian market, and put smaller investors on an even playing field with larger ones by bypassing minimum investment restrictions. I built a team of six consultants to deal with the business generated, and it was very rewarding for all involved.

Toronto, Canada Area

I sold insurance products to members of unions and associations, and worked around products that were provided by the unions and companies, to ensure proper coverage. I educated clients on funeral costs, and the burden placed on families, by poor planning, lack of wills, etc. I also aided managers in the training of new recruits.

Psychology

Activities and Societies: Executive VP of College of social science student Government, president of the psychology club, chair of women's.

Marketing

Education record