​​It seems as if I have been studying and writing qualification examinations for most of my life. My original background was as a health scientist, helping people in sickness, and I earned many qualifications in that area. I later trained as a financial advisor because I was interested in applying my scientific principles to finance, to better help people avoid the many pitfalls in trying to achieve financial security.


I respect that qualifications are important, in addition to experience. I come fully qualified, so that you don't have to be. In addition to the qualifications listed below, my professional associations specify that I complete at least 30 hours of continuous formal education every year, to keep my knowledge fresh and up-to-date. I also hold all the required government issued licenses.


  • CERTIFIED FINANCIAL PLANNER® (Financial Planning Standards Council)

  • Canadian Securities Course (Canadian Securities Institute)

  • Canadian Investment Manager (Canadian Securities Institute)

  • Masters degree in Business Administration (Open University, United Kingdom)​

I have been very pleased with the service Dan has provided over the years. He is knowledgeable and helpful, and his advice has always been of value and relevant to my investment needs and goals. ​Rev. R. Winger, Kitchener

Dan is always available to answer our questions and concerns. We trust that he has our best interests at heart, making sure our investments are in the best place. Our investments have grown significantly under his direction. He is always polite and patient. D. & V. Hammer, Ayr.

As a financial advisor Dan is competent, ethical, easy to contact and friendly. C. & G. Fischer, Waterloo

It is a great peace of mind to have someone like Dan on our side. He is completely trustworthy, knowledgeable and very helpful in explaining our needs. He has helped us secure our future. ​D. & S. Scheel, Kitchener

​Dan Clark has been our advisor for many years...Dan is very knowledgeable and with his many qualifications we feel he has provided us with financial advice with our best interests in mind. J. & G. Kuss, Innerkip.

I received my retirement package as a lump sum. Dan helped me to assess my retirement goals and set up a fairly conservative portfolio. After several years, I find that it has performed better than expected. ​Rev. R. Holm, Woodstock​

We greatly appreciate Dan Clark's expertise as our financial advisor. He has been invaluable at explaining investment choices and guiding us according to our needs; for this reason these investments have consistently done better than they had performed at other financial institutions. Because of our lack of knowledge in the investment field, it gives us peace of mind to know he is always available to deal with our financial concerns in his competent and friendly manner. I. & M. Hesch, New Hamburg

Trustworthy? You Be the Judge

Since 2002 it has been a privilege to have helped hundreds of Canadian families work towards achieving financial security.  I hope they have been happy with our shared experience, but don't take my word for it; a few of my clients took the time to express what our working relationship has meant to them.

Dan Clark has been my financial advisor since 2003, and I have found him to be knowledgeable and trustworthy, and have benefited from his advice. J. Vetter, Kitchener

Dan Clark has been my financial advisor since 2002. I am very happy with the work he has done for me. He provides me with peace of mind and ease of understanding financial concepts. He is very valuable to me because he always steers me in the right direction. ​L. Schroeder, Kitchener

DAN CLARK

CERTIFIED FINANCIAL PLANNER® professional

Dan has always been responsive and respectful regarding my lack of knowledge regarding finances. ​L. Holm, Woodstock

A Few Words About Me