Team
Our team of experts are here to help you find the right path
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.