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@dfsin.ca
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Dan Cole is listed as Actively Looking | Financial Advisor |Strategist at Desjardins Financial Security Independent Network, a company with 594 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at dfsin.ca and a matched LinkedIn profile for Dan Cole.
Dan Cole previously worked as Financial Consultant at Desjardins Financial Security Independent Network and Owner/Operator at Streamline Car Services. Dan Cole holds Psychology from University Of Guelph.
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I am an experienced financial advisor with over 12 years in the field.My specialties include: Life, critical illness, disability, and long term care Insurances, retirement, education, income protection planning, using mutual, and segregated funds, annuities, LIRA, RESP, RRSP, RDSP, RRIF, TFSA, and advanced investment strategies, to create wealth management solutions, investment strategies, extended health coverage, dental coverage
Listed skills include Wealth Management, Retirement, Retirement Planning, Risk Management, and 8 others.
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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.
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.
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).
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.
Other employees you can reach at dfsin.ca. View company contacts for 594 employees →
Sonia Khadwal
Colleague at Desjardins Financial Security Independent Network
Toronto, Ontario, Canada, Canada
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Chris Wang, Pfp®
Colleague at Desjardins Financial Security Independent Network
Ottawa, Ontario, Canada, Canada
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Maude Guimont Parent
Colleague at Desjardins Financial Security Independent Network
Québec, Quebec, Canada, Canada
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Monika Cadeau
Colleague at Desjardins Financial Security Independent Network
Ogden, Quebec, Canada, Canada
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Louise Lamarre
Colleague at Desjardins Financial Security Independent Network
Greater Montreal Metropolitan Area, Canada
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Susan Macdonald
Colleague at Desjardins Financial Security Independent Network
Hamilton, Ontario, Canada, Canada
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Andre Turner
Colleague at Desjardins Financial Security Independent Network
Windsor, Ontario, Canada, Canada
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Andrew Lloyd
Colleague at Desjardins Financial Security Independent Network
Newmarket, Ontario, Canada, Canada
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Amrit Khurana
Colleague at Desjardins Financial Security Independent Network
Vancouver, British Columbia, Canada, Canada
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Stella Lau
Colleague at Desjardins Financial Security Independent Network
Richmond Hill, Ontario, Canada, Canada
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Activities and Societies: Executive VP of College of social science student Government, president of the psychology club, chair of women's.
Quick answers generated from the profile data available on this page.
Dan Cole works for Desjardins Financial Security Independent Network.
Dan Cole is listed as Actively Looking | Financial Advisor |Strategist at Desjardins Financial Security Independent Network.
AeroLeads has found 1 work email signal at @dfsin.ca for Dan Cole at Desjardins Financial Security Independent Network.
Dan Cole is based in Toronto, Ontario, Canada while working with Desjardins Financial Security Independent Network.
Dan Cole has worked for Desjardins Financial Security Independent Network, Streamline Car Services, Investors Group, and American Income Life Insurance Company.
Dan Cole's colleagues at Desjardins Financial Security Independent Network include Sonia Khadwal, Chris Wang, Pfp®, Maude Guimont Parent, Monika Cadeau, and Louise Lamarre.
You can use AeroLeads to view verified contact signals for Dan Cole at Desjardins Financial Security Independent Network, including work email, phone, and LinkedIn data when available.
Dan Cole holds Psychology from University Of Guelph.
Dan Cole is listed with skills including Wealth Management, Retirement, Retirement Planning, Risk Management, Investments, Portfolio Management, Financial Services, and Strategic Financial Planning.
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