Dan Hague

“Legacy” … What does this mean to you?

• To some, it means being the architect of a Family Inheritance … a gift of abundance for countless future generations.
• To others, it means becoming a catalyst for Social Impact … leveraging your financial success to enhance the community around you, and the causes which you value.
• To me, it means connecting Legacy-focused individuals, to effective financial strategies, with the intention of maximizing the impact towards their own personal Legacy.

As a CFP and MFA-P, I help clients realize their Legacy & Impact goals, by implementing Strategic Financial Plans, quite often resulting in an enhancement of their money’s social impact, & the growth of their personal wealth (yes, both results are simultaneously possible!)

Furthermore, working with a number of local charities, I regularly host fun & unique “Awareness & Appreciation” live events & experiences. Please connect with me via phone or email to learn more about these events!

Designations & Distinctions:

CFP – CERTIFIED FINANCIAL PLANNER designation

MFA-P – Master Financial Advisor in Philanthropy

RRC – Registered Retirement Consultant

CIP – Chartered Insurance Professional

BCom – Bachelor of Commerce, U of A

Member of the CAGP (Canadian Association of Gift Planners)

Recipient of IG WEALTH’s “Humanitarian Award” – A regional award for the consultant who took action on building the local community through charitable endeavours.

Annual sponsor of multiple charity events