Dan Rimell, CFP®
Dan has been working in the financial services field since 1998.
Since he moved to 100 Mile House in 2007 he has achieved the Certified Financial Planner designation in 2010.
Dan has recently moved to his own office #3-255 Highway 97, which provides holistic financial planning that focuses on a client's long term goals.
Ongoing service to clients is the focus of the practice, which includes monitoring investment portfolios as well as progress toward long term goals.
Benefits of working together include minimizing tax, maximizing income tested benefits and protecting families from financial shocks.