Dan Sullivan

Let us help you grow more than wealth

Core beliefs

• As a Financial Advisor, I am committed to providing the highest level of investment consulting and wealth management services for the benefit of my clients.
• I offer informed investment advice and recommendations to clients who require professional analysis and personalized service. My approach is aligned with interests of my clients.
• I work with clients to develop a strategic wealth management plan which integrates risk tolerance, asset allocations, time horizons and expected returns within the framework of their financial goals and objectives. After the plan is implemented, regular contact between my clients and me is essential to help ensure a disciplined and continuous cycle of investment success.
• I believe in assisting my clients by making decisions on their behalf and solely in their best interest. By working together with the client’s other advisors, we can provide customized and timely strategies that will allow clients to look past the short-term distractions and focus on their overall wealth management objectives.

Global Insight Monthly

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.