Daniel Gardiner

Dan has been in the financial services industry since 1998.  After completing his Bachelor of Science (Honours) Degree at the University of Guelph; Dan began working for the National Bank of Canada in a management position.  In early 2000; Dan left National Bank to join Berkshire Securities as an Investment Advisor.  In 2007, Berkshire joined with Manulife Securities Incorporated.  Over the years, Dan has maintained his primary role; helping his clients with all aspects of financial planning.  He has also taken on additional roles be becoming an Assistant Branch Manager as well as a licenced life insurance agent.

Dan primary focus in financial planning is ensuring that the clients’ needs are being met.  Each client has a unique set of circumstances in his or her life; therefore no two plans will be the same.  Many of Dan’s clients are enjoying retirement and primarily need income production; though there are quite a number of clients that are looking for more long-term growth.  One area that Dan has acquired a wealth of knowledge in is estate settlement.  Dan has worked with numerous lawyers in the area, assisting people in settling estates, especially where old or unusual investments are involved. 

In his free time, Dan enjoys staying actively involved in the community.  Dan is a board member of local soccer and minor hockey organizations; as well as an executive member of the Annie Williams Park Board.  Some of Dan’s favourite pastimes include travelling, soccer & curling. Above all, Dan prefers spending family time with his family, Stacy, Makaila, Ben & Ashley as well as their pets Wylie, Chance & Skipper.