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As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Denny has been in the financial services industry since 1988. He graduated with an Economics degree from University of Toronto, worked 2 years at Canada Trust, received his Certified Financial Planners (CFP) designation, and worked at 2 major financial planning companies before founding Eagle Partners Financial Solutions.
As a financial planning professional who provides independent advice, Denny takes pride in being able to offer his clients financial products without influence from any big banks or insurance companies and that allows him to offer clients innovative investment and insurance solutions from across the entire Canadian financial landscape.
His practice revolves around developing a solid long-term working relationship with his clients. He achieves this through regular face-to-face meetings, and excellent communication and service from his staff. Almost 100% of Denny’s business comes through referrals from existing clients, which is a testament to the quality of service and advice that he provides.
Our clients are everyday Canadians, and so are we. Most of the investment and insurance products that we recommend are those that we own ourselves, or that we recommend to our family and friends. We focus on more conservative investment strategies that are designed for long term growth. By not taking undue risk, we’ll both sleep better at night.