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Dan Carbone

PFP, RIS

Senior Financial Planner

Investment Advisor

Meridian Credit Union

Credential Securities

Everyone’s financial aspirations are unique, but a tailored investment plan is one common factor that the majority of financially successful people share. Using a holistic approach, I work alongside my Members to take into consideration all facets of their finances - identifying goals, prioritizing them and implementing strategies to be successful for the long road ahead.

As an Ontario Certified Teacher, now Senior Financial Planner, I strive to empower my Members with the financial literacy needed to make informed, effective and confident financial decisions for themselves and for their families. It’s important to understand the strategies and solutions that we undertake to achieve your goals. I bring my passion for education into every appointment. As part of my own continuous learning, I’m currently pursuing my Certified Financial Planner designation while also attending industry seminars and staying up to date with the latest market developments.

As a Niagara resident I am passionate about giving back to our local community including Wellspring Niagara, Community Cares and United Way. I have seen first hand how meaningful involvement can positively impact our local area, and I strongly believe in being a proactive member. When I’m not at work you can find me enjoying family time with my wife and son, enjoying the outdoors, or supporting my beloved West Ham United – Come on You Irons!

As your Senior Financial Planner and neighbour, I look forward to working alongside you to tailor a holistic plan designed specifically for you, so you can take control of your future.

 

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.

Contact Dan:

Telephone:

905-938-6514

Dan's Home Branches


Language(s) Spoken:

English