Financial Planner, Credential Asset Management & Insurance Advisor, Westoba Financial Solutions

Daniel Case

Daniel Case, Financial Planner, Credential Asset Management & Insurance Advisor, Westoba Financial Solutions

Daniel Case

Financial Planner, Credential Asset Management & Insurance Advisor, Westoba Financial Solutions

Office Phone: 1-877-WESTOBA ext. 8289

Background and Experience

After moving back to Brandon, and attending Assiniboine Community College’s Business Administration program, specializing in Financial Services, I developed a passion for finance. With eight years of experience in the financial service industry, I am excited to guide members as they take control of their financial future and bring my expertise to a local organization that is focused on helping our communities.

 

How can I help you?

As a Financial Planner, I believe education is vital to your success. If I can provide new information or build off your existing knowledge, it makes our time working together well spent. Whether you are looking to save for retirement, invest or start a business succession plan, my goal is to help you feel informed, secure, and confident in your finances. By understanding your goals and concerns, I ensure you have the tools to make informed financial decisions and walk away with a customized plan to achieve those goals.

On a personal note...

I enjoy spending time with my family outdoors, including camping, gardening, fishing and hunting. I play hockey (plus cheer on my favourite team, the New York Islanders) in my spare time and have recently started playing golf.