Patrick Danis, Financial Advisor

FINANCIAL ADVISOR
Patrick Danis

CFP®
4809 47th Avenue, Unit #105, Rocky Mountain House, AB T4T 1C8opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Business owner considerations
  • Special needs financial considerations
  • Intergenerational planning
  • Wealth strategies
  • Estate and legacy strategies

Personal Interests

  • Music
  • Outdoor Enthusiast
  • Electronics
  • Art & Theater
  • Backpacking

Team Members

  • Erin Martin
    Sr. Branch Office Administrator
  • Chelsey Stephens
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(403) 845-7123

Fax

(877) 335-1325

Office Address

4809 47th Avenue
Unit #105
Rocky Mountain House, AB T4T 1C8opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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