Mariano Rivera is the greatest closer in the history of baseball – the pitcher brought in to win the game. He saved more than 650 of them over the course of 19 seasons with the New York Yankees. Among his many accolades, he is the only player ever to be voted unanimously into the Baseball Hall of Fame.
Put simply, Dan aspires to be seen as the Mariano Rivera of the insurance industry.
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:
Dan learned his craft from the best – his dad, who started as an insurance advisor in 1954. When Dan was 11 years old, his dad took him on a client visit – to deliver a cheque to a new widow. A lifelong affinity for insurance and a 40-year career of his own in the business has given Dan an encyclopedic knowledge, unmatched in Canada, of insurance products that he explains the benefits of, but never sells. His mission is to be the consummate solution for advisors’ most complicated insurance cases.
Yes. Dan’s confidence is a thing.
Is there any possible way that insurance can be related to “The Godfather II,” “Pulp Fiction,” “This Is Spinal Tap,” Billy Wilder’s direction of 1950’s “Sunset Boulevard” or the ham sandwich made by Chef Thomas Keller at French Laundry?
Yes.
And yet, Dan is not nearly as insufferable as you might expect. Instead, he is lighthearted, self-deprecating and funny.
Dan believes in, and acts in accordance with, the highest ethical standards. His vision is to die a happy man by knowing every citizen is paying the least amount of tax they possibly can.
Or as he puts it: “Let Dan die happy.”
Nifty. Nimble. And really handy with a Simpsons reference.
why I do what I do
People deserve to keep their money and enjoy their wealth.
where I am going, and how I’ll know I’m there
To die a happy man by knowing every citizen is paying the least amount of tax they possibly can.
what I do every day to get there
Be the consummate solution for advisors’ most complicated insurance cases.
how I am different
We understand the product better than anyone, but we never sell it.
Dan’s father started as an insurance advisor in 1954, and when Dan was 11 years old, took him on his first client visit – to deliver a cheque to a new widow. A lifelong affinity for insurance and an almost 40-year career of his own in the business has given Dan an encyclopedic knowledge, unmatched in Canada, of insurance products that he explains the benefits of, but never sells.
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:
my voice
