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Daniel Collison | Managing Partner

Daniel Collison is the Managing Partner with financial education firm Advice2Advisors, which trains, mentors and coachesí financial advisors of all tenures.

Dan spent the first 10 years of his career as a financial planner, ultimately, moving into managerial roles within the industry.

Dan regularly presents webinars, workshops and seminars on marketing, prospecting and planning topics to financial services firms, and has been interviewed over 100 times by Financial Post, Globe & Mail, The Toronto Star, Macleans Magazine, BNN TV, CP 24, Rogers Cable, CFTR News, Investment Executive and StayPaid Podcast.

He was a keynote speaker at Knowledge Bureauís Distinguished Advisor Conference in 2017, 2018 and again in 2019.  Dan is a Board Member of the FP Foundation and Chair of its Research Committee.

He has taught Personal Financial Management, in the MBA Program, at Schulich School of Business, York University, since 1998.

Dan is the author of The Financial Advisorís Guide to Excellence, Carswell, 2015 (rated one of the ď10 Books Financial Advisors Need to Read in 2019Ē, by ReminderMedia).
 
 

 

Pro-Seminars is Canada's leading provider of education, training and materials for Insurance and Financial Services Professionals.
Pro-Seminars is an approved and accredited education provider specializing in 2-day 15 CE credit seminars and online CE courses.



203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511

  

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