Daniel Zwicker

Daniel Zwicker, BSc, P.Eng, CFP, CLU, CH.F.C, CFSB Dan Zwicker has advised individual and corporate clients on wealth management issues for over 30 years. During that time, he has held national agency building leadership positions with some of Canada’s most successful life insurance companies and served clients as an independent financial consultant. With considerable experience and expertise to draw on, Dan has chosen to focus his consultancy on retirement income, estate and business succession planning. A strong proponent of unbiased financial planning and investment portfolio oversight services, Dan engages clients one-on-one to assist them in achieving their sustainable lifetime retirement income objectives. Born in Montreal, Dan studied structural 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 professional financial practice. Other interests include new business development, financial services marketing, ‘Web 2.0’ social media, and high performance team sports.

DONALD TRUMP'S FATHER'S ADVICE TO HIS SON - ‘RAISING THE BAR’ Slightly Out of Reach……

"Get in, get it done, get it done right & get out"  


Donald Trump


"Actually, told to me by my father, Fred Trump"