Dan has been practicing in the financial services industry for over 25 years. He is both a graduate from Brennan High School (1982) and the University of Windsor (1986) with a Bachelor of Commerce degree, a major in Finance and a minor in Economics.
While attending the University of Windsor he was very involved with the Business Commerce Society, serving as VP Finance. It was there, while building networks and meeting business owners and managers, which inspired him to go on assisting individuals and businesses plan for their own prosperous financial future.
Having come from a very large family, well known to the Windsor-Essex County Community, and with a competitive spirit from his team sports has assisted Dan in developing a very strong client base from the ground up. He has achieved consistent sales growth along the way that has led to the 5 Star Master Builder Award in 2012. This is one of Manulife Financial’s highest honours; an award only 115 persons have achieved across Canada in the fifty years of existence.
Dan lives in Lakeshore with his wife, Maria, and has two children, Melissa and Jake. Although his playing and coaching days are done, his love for sports and fitness will consume his free time every chance he gets.
Jake has been apart of the “Tolmie Financial” team for over 5 years. Prior to joining Dan's practice, Jake attended Ryerson University in Toronto taking Corporate Business, following up with St. Clair College to earn his Finance Diploma. He also earned his full license in Segregated Funds, Life, Disability, and Critical Illness Insurance. Jake also worked for Scotiabank for over a year, he gained a great amount of experience before joining the Tolmie financial firm.
Jake’s focus is on helping others achieve their short and long term financial goals. He would love to have the opportunity to help and assist you, the next generation of your family, and the important people in your life. With our large variety of strategies, research, and products, Jake will be able to use his knowledge and services to help implement these financial goals.