Dan is a trusted and experienced consultant and works closely in partnership with Carleton Financial Services Inc. and Dempster Financial Group Ltd. team.

Upon graduating from the State University of New York at Geneseo with a BS in Business Administration and a minor in Sociology, he began his career with a leading national Canadian insurance carrier. His work in business development and underwriting gave him a wealth of knowledge and understanding of the supplier side of insurance. Today, this knowledge has helped his clients navigate the difficult and challenging landscape of insurance carriers. employee benefits.

He joined the Gallagher team in 2015. His integrity and enthusiasm has been a natural fit with the local team as a Senior Consultant (update title to be Sr. Vice President) for Benefits and Retirement. While Dan enjoys all aspects of his role, he would be quick to say that he finds it most rewarding working with such a diverse client base providing them with peace of mind, knowing that their employee benefits and retirement needs are being taken care of to achieve their personal and organization goals.

What makes Dan and Gallagher different for our clients is their organizational philosophy and approach to consulting that is unique and best practices?
– Better physical & emotional wellbeing
– Better financial wellbeing
– Better career wellbeing
– Better organizational wellbeing

Dan holds himself to the highest ethical standards which aligns with Gallagher as the only insurance brokerage firm to be named one of the most ethical companies in the world by Ethisphere for 9 straight years.

Some of the capabilities and proprietary tools our clients value:
– Benefits strategy and benchmarking survey
– Humaniqa HR – 24/7 Online HR resource tool
– Workforce evaluation tool
– Organizational wellbeing assessment tool
– Compensation evaluation
– Annual Canadian guide to employee benefits, monthly Gallagher Better Works™ emails, legislation updates, Canadian Trends Tour and many other webinars and learning opportunities
– Total rewards approach to investment in health and retirement benefits