Complex cases closed®

The most thought-after financial advisor

Let Dan die happy

After almost 40 years in practice, Dan has sharpened his focus on two things:

– to be the consummate solution for advisors’ most complex insurance cases. 
– public speaking to share his knowledge and celebrate his profession the way his father saw it: as the greatest in which one could ever hope to work.

Dan’s vision is to die a happy man by knowing every citizen is paying the least amount of tax they possibly can.

Unmatched

My mission: to be the consummate solution for advisors’ most complicated insurance cases.

Trusted by investment advisors, accountants and lawyers across Canada, Dan has the deepest understanding of the math and complete mastery of The Five Tools that place business with maximum success:

Insurance

Estate Planning

Tax Planning

There are many reasons advisors trust our recommendations

I understand the product better than anyone, but I never sell it.

A lifelong affinity for insurance

Dan’s father started as an insurance advisor in 1954. When Dan was 11 years old, he took Dan on his first client visit – to deliver a cheque to a new widow.

40 years in business

Four decades of insurance industry experience give Dan an encyclopedic knowledge of insurance products, unmatched in Canada.

Math mastery

The deepest understanding of the math and complete mastery of the tools that place business with maximum success.

Rare product knowledge

Dan has a unique, unparalleled knowledge of life insurance plans from multiple carriers from the 1980s to now.

Passion for beating the taxman

Dan would die a happy man if he knew every citizen was paying the least amount of tax they possibly could.

Ability to solve complex cases

In a career spanning five decades, there aren’t many issues Dan hasn’t seen.
We sell something that people don’t like, don’t understand, and don’t get until they die. Hilarious!

Dan Burjoski, CLU, CFP®

Speaking

The Full Monty

Let’s just say that Dan is unafraid to bare his soul to an audience.

Fearlessness is what you’ll get by hiring him as the keynote speaker for your next big event, to entertain and educate advisors. All of Dan’s talks are CE certified.

Advisors, lawyers and accountants say:

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Unfiltered insights and a touch of levity from a second-generation, 40-year veteran of the life insurance business. We will never share your contact info.

Guiding advisors through complex cases