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.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

• Moody's Aa1 and A1 / stable⁴
• Standards and Poor AA- and A/stable4
• Fitch Ratings AA² and AA-³ / stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in 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.