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Dan McIntosh CFP®
Financial Planning Specialist
Professional Credentialof Certiﬁed Financial Planner
Dan began his career in ﬁnancial services in 2011 and has since gained comprehensive experience with insurance, investments, beneﬁts, and banking. He spent more than 7 years as an Advisor at one of Canada’s largest insurance companies where he built a ﬁnancial practice, serving businesses, families, and individuals.
Prior to joining Selectpath in 2022, he worked with one of Canada’s big 5 banks, providing specialized investment support to a large team of Advisors and their clientele. He is well known as a respected, knowledgeable, and friendly professional who is laser focused on helping clients build and manage wealth while managing risk.
Dan is a Certiﬁed Financial Planner and provides ﬁnancial planning support for our ﬁnancial advisors and our group retirement clientele. In addition, Dan also supports some of our group beneﬁts clients.
Dan was born and raised in London and currently resides with his family in St. Thomas.