Being an entrepreneur gives you a unique ability to ask the right questions, listen carefully, and think outside the box. Dan Brassard has been an entrepreneur for most of his career, from launching his own small business early on to now being a Partner at Lloyd Sadd. Having an equity interest in Lloyd Sadd also provides his clients with the confidence of knowing Dan will be here for the long term.
Combined with his long standing experience with investment management and his specialized Certified Financial Planner (CFP®) designation, Dan brings a sophisticated and well-rounded approach to financial planning and investment management. Dan recognizes the value of lifelong learning, especially in the dynamic field of finance. Dan is always looking to grow and expand on his knowledge on an even higher level of understanding of the complexities within financial markets.
Throughout his career, Dan has built strong relationships and a great reputation within the business and finance communities, which has made him a trusted advisor for many professionals and entrepreneurs across Alberta.