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Dan Maclean Email & Phone Number
Wealth and Estate Planner
at
ATB Financial
1 work email found
@atb.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth and Estate Planner
Location
Calgary, Alberta, Canada
Company size
Who is Dan Maclean? Overview
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Quick answer
Dan Maclean is listed as Wealth and Estate Planner at ATB Financial, a with 412 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at atb.com and a matched LinkedIn profile for Dan Maclean.
Dan Maclean previously worked as Investment Fund Advisor at Investia Financial Services Inc and Senior Risk Advisor | Partner | Independent Broker at Guardian Risk Insurance & Income Planning (Griip). Dan Maclean holds Ba from The University Of Calgary.
Company email context
Email format at ATB Financial
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{first_initial}{last}@atb.com
89% confidence
AeroLeads found 1 current-domain work email signal for Dan Maclean. Compare company email patterns before reaching out.
Profile bio
About Dan Maclean
As Senior Risk advisor to valued clients, my goals is to help educate you on the risks to be managed, delivering transparent plans to protect and enhance financial prosperity. With over 20 years experience within the insurance & investment industry, objective advice comes from an independent broker with the patience to understand client needs, delivering sound risk management solutions that are understood.Specialties: Business Owner risk protection & succession planningLife, Disability and Critical Illness InsuranceProtected Asset Plans (Annuities, Segregated Funds)
Current workplace
Dan Maclean's current company
Company context helps verify the profile and gives searchers a useful next step.
Atb Financial
8 roles · 38 years
Dan Maclean work experience
A career timeline built from the work history available for this profile.
Investment Fund Advisor
Senior Risk Advisor | Partner | Independent Broker
Guardian Risk Insurance & Income Planning (Griip)
Life, disability and critical illness insurance protectionBusiness Key Person risk protection, business succession & Buy/Sell insuranceWealth building & long term preservation strategiesAsset diversification & guaranteed income plans
Wealth & Estate Planner
Wealth protection & transfer planningBusiness owner risk management solutions
2008 - 2011
~3 yrs
Sales Director
Promote insurance solutions for Aegon Canada Advanced Case consultations
2006 - 2008
~2 yrs
Senior Account Executive
Trilagy Insurance
Delivering life, disability and critical illness insurance protectionBusiness owner risk management solutionsMutual and Segregated fund management
2002 - 2006
~4 yrs
2000 - 2002
~2 yrs
1989 - 2000
~11 yrs
1 education record
Dan Maclean education
FAQ
Frequently asked questions about Dan Maclean
Quick answers generated from the profile data available on this page.
What company does Dan Maclean work for?
Dan Maclean works for ATB Financial.
What is Dan Maclean's role at ATB Financial?
Dan Maclean is listed as Wealth and Estate Planner at ATB Financial.
What is Dan Maclean's email address?
AeroLeads has found 1 work email signal at @atb.com for Dan Maclean at ATB Financial.
Where is Dan Maclean based?
Dan Maclean is based in Calgary, Alberta, Canada while working with ATB Financial.
What companies has Dan Maclean worked for?
Dan Maclean has worked for Atb Financial, Investia Financial Services Inc, Guardian Risk Insurance & Income Planning (Griip), Aegon Canada / Transamerica, and Trilagy Insurance.
How can I contact Dan Maclean?
You can use AeroLeads to view verified contact signals for Dan Maclean at ATB Financial, including work email, phone, and LinkedIn data when available.
What schools did Dan Maclean attend?
Dan Maclean holds Ba from The University Of Calgary.
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