Insurance

Financial Security
For Everyone

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Retirement

Powerful Strategies
For Everyone

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Investments

Financial Growth
For Everyone

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My Services

No matter your life story, WFG has the technology and experience to make your financial dreams a reality. Watch the video below to learn more about our business platform and what makes us unique in an industry that is not known for its diversity.

Insurance Protection

The most important part of preparing for the future is protecting it. As a WFGIA insurance agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly, or become disabled, there are products that can help protect the life you've built for you and your loved ones.

01
Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

02
Retirement Strategies

The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA Insurance Agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

03
Disability Insurance

Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.

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Critical Illness Insurance

One out of every two people will be struck with some sort of critical illness in their lifetime. Critical illness Insurance allows you and your family to focus on healing and recovery while keeping your finances intact.

05
Post-Secondary Funding

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to post-secondary education, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

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About Dana

Leveraging his experience from a career in real estate,  adult education, and customer service, Dana has been serving his clients by providing financial services, education and awareness as a licensed agent of World Financial Group (WFGIA). 

He provides dynamic value to his clients, nurturing them in their journey to financial freedom.

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Testimonials

quote

Dana has helped me to move money from an underperforming RRSP to a product that offers a much higher rate of return, and more security for me and my family!

J. Brown
Investment Client

In Canada, World Financial Group Insurance Agency of Canada INC. (WFGIAC), which offers life insurance and segregated funds.

Headquarters: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9. Phone: 416.225.2121.
The content presented here is for informational purposes only.

The views and opinions expressed belong to the individual speaker(s) and may not reflect those of World Financial Group, Inc., or any of its affiliates and employees.
This material is provided for educational purposes exclusively. It should not be interpreted as an offer or solicitation for the purchase or sale of any specific securities, financial services, or other unspecified items. Securities products are sold through prospectuses containing more information about fees, charges, and limitations.

They can only be offered by a qualified licensed representative.