About 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
Working with clients throughout Alberta and BC …
1 – Where there is “Money in Motion”, for those who are retiring, downsizing, divorcing, re-marrying, inheriting (giving or receiving), or contemplating the sale of their house to move into a retirement community.
2 – Retirees or Near-Retirees, who desire the “Peace of Mind” in knowing their retirement income is sufficient & secure, as well as discovering strategic legacy initiatives to create real social impact.
3 – The “Private Wealth Planning Experience” * is our premium financial planning suite, designed for affluent Canadians, as well as those with more complex needs, such as business owners, farmers & incorporated professionals ( * for qualified individuals)
(Services provided through Investors Group Financial Services Inc.)