Dan Goertz Pfp, Ris
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Dan Goertz Pfp, Ris Email & Phone Number

Investment Specialist at Libro Credit Union
Location: London, Ontario, Canada 6 work roles 8 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Investment Specialist
Location
London, Ontario, Canada
Company size

Who is Dan Goertz Pfp, Ris? Overview

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Quick answer

Dan Goertz Pfp, Ris is listed as Investment Specialist at Libro Credit Union, a with 495 employees, based in London, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Dan Goertz Pfp, Ris.

Dan Goertz Pfp, Ris previously worked as Financial Advisor at Libro Credit Union and Team Member at Toyota Motor Manufacturing Canada. Dan Goertz Pfp, Ris studied at Sdci.

Company email context

Email format at Libro Credit Union

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Libro Credit Union

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Profile bio

About Dan Goertz Pfp, Ris

Dan Goertz Pfp, Ris is a Investment Specialist at Libro Credit Union.

Current workplace

Dan Goertz Pfp, Ris's current company

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Libro Credit Union
Libro Credit Union
Investment Specialist
london, ontario, canada
Website
Employees
495
AeroLeads page
6 roles

Dan Goertz Pfp, Ris work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Watford, Ontario, Canada

Mutual funds are offered through Credential Asset Management Inc.

Jan 2019 - Apr 2021

Investment Specialist

Watford, On

Focusing on activities related to the attraction, maintenance and coaching of credit union Owners in a wealth management portfolio with a goal of developing their portfolio through investments and financial planning.

May 2016 - Jan 2019

Financial Advisor

London On

Facilitation of comprehensive financial planning strategies.

May 2008 - Aug 2015

President

Mid West Tool Co. Ltd.

Strathroy, On

Started employment with Mid West Tool Co. Ltd in 1993 as a general machinist and progressed to to the role of President in 2001. Became responsible for all obligations of the company – financing, quoting, costing, budgeting, product development, marketing, strategy development and management of a diverse team of tradespersons and senior managers. Designed and implemented a Quality Management System (ISO 9001) to ensure quality and track productivity. Project managed the design and build of high budget machines and machining centres for the automotive and copper fitting industries. Implemented strategies to increase corporate exposure to diversified industrial sectors.

Dec 1993 - Nov 2007
Team & coworkers

Colleagues at Libro Credit Union

Other employees you can reach at libro.ca. View company contacts for 495 employees →

8 education records

Dan Goertz Pfp, Ris education

Education record

Sdci

Education record

Sdci

Cim, Business Administration And Management, General

Canadian Institute Of Management

Education record

Caamp

Mortgage Agent Licensing Course completion

Education record

Advocis And Llqp

Life Insurance License

Education record

Canadian Securities Institute

Mutual funds dealer license

Ris

Responsible Investment Association
FAQ

Frequently asked questions about Dan Goertz Pfp, Ris

Quick answers generated from the profile data available on this page.

What company does Dan Goertz Pfp, Ris work for?

Dan Goertz Pfp, Ris works for Libro Credit Union.

What is Dan Goertz Pfp, Ris's role at Libro Credit Union?

Dan Goertz Pfp, Ris is listed as Investment Specialist at Libro Credit Union.

Where is Dan Goertz Pfp, Ris based?

Dan Goertz Pfp, Ris is based in London, Ontario, Canada while working with Libro Credit Union.

What companies has Dan Goertz Pfp, Ris worked for?

Dan Goertz Pfp, Ris has worked for Libro Credit Union, Toyota Motor Manufacturing Canada, Investors Group, and Mid West Tool Co. Ltd..

Who are Dan Goertz Pfp, Ris's colleagues at Libro Credit Union?

Dan Goertz Pfp, Ris's colleagues at Libro Credit Union include Kaeden Fischer, Jessica Vale, Barb Rannie, Kraemer, Jefferson, and Priti Samuel.

How can I contact Dan Goertz Pfp, Ris?

You can use AeroLeads to view verified contact signals for Dan Goertz Pfp, Ris at Libro Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Dan Goertz Pfp, Ris attend?

Dan Goertz Pfp, Ris studied at Sdci.

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