Dan Iamonaco

Meeting your present and future financial goals is my key focus. Whether you are planning for retirement, the purchase of a vacation home, or saving for your children’s education, I take a genuine interest in your unique financial situation and in helping you achieve your goals.

As a Senior Financial Planner, I provide unbiased advice when mapping out investment or retirement solutions. I will work with you to develop a solid financial plan, while remaining mindful of your personal financial situation and tax issues.

Throughout my 22 years in the investment industry, I have worked hard to keep my skills current so that I can advise and serve you better.

I have completed the Investment Funds Institute of Canada Course (IFIC), the Canadian Securities Course (CSC), and the Specialized Trust Institute (STI) Course for estate planning. I have also received the Personal Financial Planner (PFP) designation and Registered Retirement Counsellor (RRC) designation.

My family and I live in the neighbourhood and believe giving back to the community is important. I am actively involved with our local church and a proud member of the Knights of Columbus. I am also busy in the community with my children’s sporting activities.

I look forward to meeting with you to discuss your financial goals and showing you how Meridian can work with you to achieve your goals.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.