Investors Group Financial Services Inc.
ABOUT DAN HAGUE
“Legacy” … What does this mean to you?
• To some, it means being the architect of a Family Inheritance … a perpetual gift 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 financial strategies available to them, with the intention of MAXIMIZING the IMPACT towards their own personal Legacy.
As a CFP and MFA-P certificant, I help our clients realize their philanthropic goals, by implementing Strategic Legacy concepts, quite often resulting in a growth of their money’s impact, AND an enhancement of their personal estate (yes, both results are simultaneously possible!)
Furthermore, working with a number of local charities, I regularly host fun & unique “Awareness & Donor Appreciation” events & experiences. Please connect with me to learn more!
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 Management - Edmonton Gateway’s Regional “Humanitarian Award” - Awarded to a consultant who took action on building the local community through charitable endeavours.
Annual sponsor of several charity golf tournaments
Connect with me today!!