Dan has taught at Rotman since 1992 and in 2000 designed Marketing Financial Services at the school’s request. From 2002 to 2004 he served as CEO and led the turnaround and subsequent sale of one of Canada’s largest mutual fund and insurance distribution organizations, with 3500 advisors.
Dan is considered Canada’s leading authority on investor attitudes and on how financial advisors and financial institutions need to position themselves for future success. He writes a twice weekly blog for 25,000 financial advisors, contributes a regular column to the Globe and Mail Report on Business and is a frequent guest on BNN; he also contributes weekly and monthly columns to three leading Canadian and American publications for financial advisors.
Dan has built and successfully sold two start-ups in the financial arena. In 2009, he launched Clientinsights. This new venture takes advisor education to a new level in North America by incorporating Dan’s views on many topics, and personal interviews with top academics, economists and Nobel prize winners.
Dan attended McGill University and has an MBA from Harvard Business School. In 2004 Dan climbed Mount Kilimanjaro and co-chairs an annual fundraising dinner for a childrens’ home at the foot of Kilimanjaro that he visited during his climb.