Here is what people like you have said about our process!
Families and Individuals
Entrepreneurs and Executive Professionals
Entrepreneurs and Executive Professionals
"Starting from Scratch"
I didn’t start saving for retirement until after the age of 40. Knowing I was late to the game, I had put off getting started. Dan really took the time to understand my immediate needs and future goals before developing a savings and investment program that made sense and that I could afford. His practical approa
"Starting from Scratch"
I didn’t start saving for retirement until after the age of 40. Knowing I was late to the game, I had put off getting started. Dan really took the time to understand my immediate needs and future goals before developing a savings and investment program that made sense and that I could afford. His practical approach meant I could save for my own retirement while still contributing to my daughters post-secondary educations and taking the occasional holiday. Not only has Dan helped me develop a retirement savings program I am excited about, he has helped me better understand how to maximize my income while I’m still working.
Shellie.C.
Entrepreneurs and Executive Professionals
Entrepreneurs and Executive Professionals
Entrepreneurs and Executive Professionals
"Thankful"
I was very apprehensive about finding a financial advisor that I could trust. There was a wave of emotions that I went through in my search for an individual that I could place my trust and financial goals with. I was recommended to Dan by a good friend who has been happily and successfully dealing with him for many years.
Th
"Thankful"
I was very apprehensive about finding a financial advisor that I could trust. There was a wave of emotions that I went through in my search for an individual that I could place my trust and financial goals with. I was recommended to Dan by a good friend who has been happily and successfully dealing with him for many years.
Through his highly effective listening skills, Dan demonstrates an excellent understanding of my financial needs and goals and delivers a comprehensive custom plan tailored to my needs. He makes sure that I understand completely.
He has spent time with me discussing and advising me on longer term investments to ensure a sensible approach to my retirement plans. He is very approachable, listens to my requirements and responds quickly to any concerns and queries.
More recently, I was in a situation where I needed to temporarily withdraw some funds for a family emergency. With compassion and understanding, Dan sought the best way to make this happen with minimal disruption to my long term plans and prompt solutions to my immediate needs.
Dan has earned my trust completely and I would have no hesitation recommending him to others that are looking for a trustworthy, experienced and understanding advisor.
Barbara.B.
Approaching or in Retirement
Entrepreneurs and Executive Professionals
Approaching or in Retirement
"Clever and Knowledgeable"
I was introduced to Dan years ago from one of his clients that lived away from London. I also live away from the city and thought I would give him a call because of the recommendation. His energy impressed me and I swiftly consolidated my investments to Dan. This has been and continues to be the best move I ha
"Clever and Knowledgeable"
I was introduced to Dan years ago from one of his clients that lived away from London. I also live away from the city and thought I would give him a call because of the recommendation. His energy impressed me and I swiftly consolidated my investments to Dan. This has been and continues to be the best move I have ever made. His insight and awareness in the financial world has been invaluable. Thanks Dan!
Christine.S.
Setting Expectations
Putting Your Financial Needs First
Dan's role as your financial coach is to partner with you throughout your life and help you identify and prioritize your most important financial needs and then make them a reality.
Financial Advice In 6 Steps
1. Identify your goals
2. Collect your financial data
3. Access your current financial well being
4. Develop realistic short, medium and long term commitments
5. Provide clarity on cost for creating and monitoring the commitments
6. Partner with you throughout your life, and prepare you for the unexpected.
Insurance Solutions
We have a full suite of Insurance solutions that can help you become mortgage free faster, protect your pay cheque and develop a legacy plan that will provide the financial freedom to a loved one.
Offices in London and Exeter, Ontario
Dan Finkbeiner, CIM
Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.
Finkbeiner Financial is a trade name used for dealer business only.
Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your advisor which company you are dealing with for each of your products and services.
Dan Finkbeiner and Manulife Wealth Inc. and/or Manulife Wealth Insurance Services Inc. (collectively, “Manulife Wealth”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the linked site. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Dan Finkbeiner or Manulife Wealth. The information in this communication is subject to change without notice.
