Knowledge, experience & integrity


Value statement

As a financial advisor, Dane works closely with his clients to manage their wealth through comprehensive investment and risk management strategies designed to meet their financial goals. Because his client base ranges from affluent individuals and families to institutional clients listed on the New York Stock Exchange, Dane’s approach to each relationship is unique. By utilizing his knowledge, experience, and integrity, in addition to the vast set of resources provided to him by RBC, Dane is dedicated to becoming his clients’ trusted consultant, helping them to reduce financial complexities and focus on what is most important to them.


Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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multigenerational family meal

Four ways to pass down your family home to your children

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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