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

Typical Clients

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.)