Dan Bazin, Cfp Rrc Cr
About Dan Bazin, Cfp Rrc Cr
Dan Bazin is a Division Director and Financial Consultant at Investors Group Financial Services Inc., where he has worked since 1985. He specializes in client-centric financial planning, focusing on insurance needs analysis, taxation, investment planning, and advanced estate planning.
Work at Investors Group Financial Services Inc.
Dan Bazin has been a Financial Consultant at Investors Group Financial Services Inc. since 1985, accumulating 39 years of experience in the financial services industry. He has served as Division Director since 1992, marking 32 years in this leadership role. His work emphasizes client-centric service, particularly focusing on insurance needs analysis, taxation, and investment planning. Bazin's extensive tenure at the company highlights his commitment to providing comprehensive financial solutions.
Education and Expertise
Dan Bazin studied at Wilfrid Laurier University, where he gained foundational knowledge in financial planning. He possesses expertise in computer projections and analysis, which enhances his ability to develop effective financial strategies. His specialization includes advanced estate planning and various asset allocation strategies, including strategic, tactical, and passive approaches. This educational background and expertise contribute to his effectiveness in delivering financial consulting services.
Background
With a career spanning over three decades, Dan Bazin has established himself in the financial services sector. His role as Division Director at Investors Group Financial Services Inc. reflects his leadership capabilities and deep understanding of the industry. Bazin's focus on client needs and financial planning has positioned him as a knowledgeable resource for clients seeking guidance in insurance, taxation, and investment matters.
Achievements
Dan Bazin conducts seminars and workshops aimed at industry personnel, covering essential topics such as retirement options and estate planning. His involvement in planned giving as part of financial planning services showcases his commitment to comprehensive financial strategies. These initiatives demonstrate his dedication to educating others in the financial sector and enhancing their understanding of complex financial topics.