Dan joined the team in 2016 as Client Care Manager, with responsibility for strengthening client relationships through the development and execution of a Client Relationship strategy.
Dan has a General Business Degree from Seneca College as well as a Level I Life & Disability Insurance Licence and a Mutual Funds Licence. As he works towards his PFP (Personal Financial Planner) designation, and in keeping with The Tavener Team approach, Dan will be working in tandem with Peter to take the necessary steps to help clients reach their financial goals. As a beneficiary of Peter’s mentorship, as well as his own ambition, education and empathy for clients, Dan's contributions have supported The Tavener Team's goal of reaching higher levels of excellence.
Dan and his wife Justine reside in the small town of Tottenham with their 3 young children Reese, Kaleb & Myles. Dan especially understands the many challenges and priorities faced by young families today, and uses that life experience to help his clients manage their own challenges.
Insurance products available through Daniel Tavener