Tuesday, August 3, 2010

BIO

Dan Zwicker


Dan Zwicker has advised individual and corporate clients on wealth and risk management issues for over 30 years. During that time he has held corporate agency building leadership positions with some of Canada’s most successful life insurance companies and served clients as an independent financial consultant as well. Dan’s values based professional practice is premised on client empowerment through insightful awareness.


With considerable experience, expertise and professional discipline to draw on Dan has chosen to focus his consultancy on boomer retirement, estate and business succession planning. A strong proponent of unbiased planning and oversight services, Dan engages clients one-on-one to assist them in achieving lifetime sustainability of income in meeting their retirement lifestyle objectives.


Born in Montreal, Dan studied Civil (Structural) Engineering at Queen’s University in Kingston, where he earned an Honours Bachelor of Applied Science degree. In addition to his Professional Engineers (P.Eng.) designation, Dan’s credentials include Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.).


With five children and six grandchildren, Dan enjoys an active family life. He is an avid student of politics, economics and professional financial practice.

Other interests include new business development, marketing, ‘Web 2.0’ social media, community interests and coaching high performance team sports.