Dan Bazin, Cfp
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Dan Bazin, Cfp Email & Phone Number

Investment Funds Advisor, Life Insurance Advisor at Investia Financial Services
Location: Barrie, Ontario, Canada 4 work roles 1 school
1 work email found @investorsgroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@investorsgroup.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Investia Financial Services
Role
Investment Funds Advisor, Life Insurance Advisor
Location
Barrie, Ontario, Canada
Company size
512 employees

Who is Dan Bazin, Cfp? Overview

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Quick answer

Dan Bazin, Cfp is listed as Investment Funds Advisor, Life Insurance Advisor at Investia Financial Services, a company with 512 employees, based in Barrie, Ontario, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Dan Bazin, Cfp.

Dan Bazin, Cfp previously worked as Investment Fund Advisor at Investia Services financiers Inc. at Investia Financial Services and Life Insurance Advisor - Clarity Private Wealth Solutions at Clarity Private Wealth Solutions. Dan Bazin, Cfp studied at Wilfrid Laurier University.

Company email context

Email format at Investia Financial Services

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*@investorsgroup.com
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AeroLeads found 1 current-domain work email signal for Dan Bazin, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Dan Bazin, Cfp

Over 20 years in the Financial Services IndustrySpecialties:Client Centric ServiceAdvanced Estate Planning,Financial Planning Systems and Programs,Computer Projections and Analysis in Financial Planning,Insurance Needs Analysis,Taxation and Investment Planning,Strategic, Tactical and Passive Asset Allocation,Planned GivingInstructor, Seminars and Workshops on:Retirement Options,Estate Planning,Asset Allocation,Financial Planning,Seminars and Workshops to Industry Personnel.

Listed skills include Retirement Planning, Critical Illness, Financial Planners, Strategic Planning, and 17 others.

Current workplace

Dan Bazin, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Investia Financial Services
Investia Financial Services
Investment Funds Advisor, Life Insurance Advisor
canada
Website
investia.ca
Employees
512
AeroLeads page
Company profile
View company profile Email format
4 roles

Dan Bazin, Cfp work experience

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

Investment Fund Advisor At Investia Services Financiers Inc.

Current
Investia Financial Services

Barrie, Ontario, Canada

May 2021 - Present

Life Insurance Advisor - Clarity Private Wealth Solutions

Current
Clarity Private Wealth Solutions

Barrie, Ontario, Canada

Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”).

May 2021 - Present
Team & coworkers

Colleagues at Investia Financial Services

Other employees you can reach at investia.ca. View company contacts for 512 employees →

BG Brian Gertenstein Brian Gertenstein Colleague at Investia Financial ServicesWinnipeg, Manitoba, Canada, Canada View → JR Justine Robitaille Justine Robitaille Colleague at Investia Financial ServicesCapitale-Nationale, Quebec, Canada, Canada View → EL Eric Lidemark Eric Lidemark Colleague at Investia Financial ServicesSurrey, British Columbia, Canada, Canada View → HD Henna Dua Henna Dua Colleague at Investia Financial ServicesGreater Vancouver Metropolitan Area, Canada View → BB Bonnie Bircher Bonnie Bircher Colleague at Investia Financial ServicesCalgary, Alberta, Canada, Canada View → SB Sylvia Bitelli Sylvia Bitelli Colleague at Investia Financial ServicesVancouver, British Columbia, Canada, Canada View → KS Kayla Smith Kayla Smith Colleague at Investia Financial ServicesCanada, Canada View → MK Manny Keshet Manny Keshet Colleague at Investia Financial ServicesGreater Toronto Area, Canada, Canada View → AS Amelia Stern Amelia Stern Colleague at Investia Financial ServicesCanada, Canada View → JC James Chan James Chan Colleague at Investia Financial ServicesMarkham, Ontario, Canada, Canada View →
1 education record

Dan Bazin, Cfp education

FAQ

Frequently asked questions about Dan Bazin, Cfp

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

What company does Dan Bazin, Cfp work for?

Dan Bazin, Cfp works for Investia Financial Services.

What is Dan Bazin, Cfp's role at Investia Financial Services?

Dan Bazin, Cfp is listed as Investment Funds Advisor, Life Insurance Advisor at Investia Financial Services.

What is Dan Bazin, Cfp's email address?

AeroLeads has found 1 work email signal at @investorsgroup.com for Dan Bazin, Cfp at Investia Financial Services.

Where is Dan Bazin, Cfp based?

Dan Bazin, Cfp is based in Barrie, Ontario, Canada while working with Investia Financial Services.

What companies has Dan Bazin, Cfp worked for?

Dan Bazin, Cfp has worked for Investia Financial Services, Clarity Private Wealth Solutions, and Investors Group Financial Services Inc..

Who are Dan Bazin, Cfp's colleagues at Investia Financial Services?

Dan Bazin, Cfp's colleagues at Investia Financial Services include Brian Gertenstein, Justine Robitaille, Eric Lidemark, Henna Dua, and Bonnie Bircher.

How can I contact Dan Bazin, Cfp?

You can use AeroLeads to view verified contact signals for Dan Bazin, Cfp at Investia Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Dan Bazin, Cfp attend?

Dan Bazin, Cfp studied at Wilfrid Laurier University.

What skills is Dan Bazin, Cfp known for?

Dan Bazin, Cfp is listed with skills including Retirement Planning, Critical Illness, Financial Planners, Strategic Planning, Wealth Management, Wealth Accumulation, Client Development, and Investments.

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