DAN ZWICKER, P.ENG., CFP, CLU
Dan Zwicker has advised individual and corporate clients on wealth management issues for over 30 years. During that time, he has held leadership positions with some of Canada’s most successful life insurance companies, and served clients as an independent financial consultant as well.
With considerable experience and expertise to draw on, Dan has chosen to focus his consultancy on retirement, estate and business succession planning. A strong proponent of Weigh House’s unbiased planning and oversight services, Dan engages clients one-on-one to assist them in achieving their retirement objectives.
Born in Montreal, Dan studied civil engineering at Queen’s University in Kingston, where he earned an honours bachelor of applied science degree. In addition to his Professional Engineers (P.Eng.) designation, Dan's credentials include Certified Financial Planner (CFP), Certified Life Insurance Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.).
With five children and six grand children, Dan enjoys an active family life. He is an avid student of politics, economics and financial theory. Other interests include new business development, marketing, ‘web 2.0’ social media, and team sports.
“I help clients finance the lifestyles they envision for their retirement years. Specifically, I make them aware of where their current wealth building efforts will take them, and the retirement income they can expect if they maintain ‘status quo’ savings. Depending on their circumstances, I then identify alternatives to increase retirement income or better safeguard accumulated wealth. Options for guaranteed lifetime income are often included in our recommendations.”
- Dan Zwicker
