My team and I strive to help individuals and business owners achieve their most important goals in life. I enjoy working with like minded people who may have complex needs, but want a strategy that is understandable, and built upon high conviction concepts. I live with ambitious goals, and love helping others do the same!
I use a thorough 5-step planning process to help my clients discover what's most important to them, and together we build and maintain a high quality strategy that we will enact throughout their lives.
I have over 14 years experience, and I believe in education and staying current. As such, I have my CFP® designation, and I continue to keep learning within this evolving environment. I am also an IIROC licensed advisor, meaning that there is a wide variety of ways we can choose to work together, as no two people are alike.
In 2015 I became an owner in the firm through limited partnership.
My passions are playing music and enjoying art, getting outside to hike, and gaming and technology. If you love these things also, lets chat about it !
I believe in helping others, and I have held many volunteer mentor and coaching roles within my firm. I have attended several exceeding conferences, which invites advisors that have reached certain success milestones in building their business.
I live in Rocky Mountain House with my lovely wife, and our 2 children (and a cute little cat). We enjoy getting outdoors to our little cabin hideaway when we can.
- Retirement Savings Strategies
- Business Owner Considerations
- Special Needs Financial Considerations
- Intergenerational Planning
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Outdoor Enthusiast
- Art & Theater
Phone NumberPatrick Danis at (403) 845-7123
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