Daniel Calligan - ba., CFP®, CSA


QUALIFICATIONS

Dan is a certified financial planner with over 15 years of industry experience.  In addition, Dan holds both his Life Insurance and Ontario Mortgage Agent licenses.

• B.A., Physical Education, University of Western Ontario, 1982
• B.A., Economics, McMaster University, 1990
• CFP certification, 1996

INVESTMENT PHILOSOPHY

Educating clients in a friendly, no pressure environment is essential in building trust and mutual respect.  Whether saving for a first home, investing for the future, or planning retirement income, an informed approach is always best.  Understanding that each client has a unique set of interests and priorities means no two financial plans are alike.

PERSONAL

Dan lives in Hamilton with his wife Karen and three children.  Favourite pastimes include golf, hockey and guitar.  Dan and Karen  also proudly own and operate the “ Blue Mill Cottages” in beautiful Port Elgin Ontario.