Dan Bick Bio

 

 

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Dan Bick, BBA Hon., BSc., CFP®

Financial Advisor

 

Dan started with us in 2013 and has been a financial planner in this office since 2016. He worked closely with his father, Leonard, before Len retired, developing a thorough understanding of the industry and client management. He has not just adopted our viewpoints and how we work with clients; he has made valuable contributions to our thinking. I am wholly convinced you will feel very comfortable as well as confident in working with Dan. Dan has completed his BBA (Hons.) at Brock University and his Bachelor of Science at Waterloo. He also holds a Certified Financial Planner designation. Dan works with clients to create financial plans, optimizing tax and client goals for each individual and their unique situation. He has a 5.5lb toy Yorkie named Cassius (aka Cash) who comes to work most days and can be found greeting clients, looking for food and attention. Dan grew up in Ancaster, lives in Hamilton and enjoys the outdoors (for some reason, he thinks that canoeing for ten days is fun), hockey and spending time with his large extended family.

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