Dan Brassard

Partner

Dan Brassard has spent his career building, growing, and leading businesses—an entrepreneurial path that has shaped his ability to ask insightful questions, listen with intention, and think creatively on behalf of his clients. From launching his own small business early in his career to becoming a Partner at Navacord, Dan brings a founder’s mindset to every relationship. His equity stake in the firm reinforces his long-term commitment and gives clients the confidence that he’ll be by their side for years to come.

With extensive experience in investment management and the specialized expertise of both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Dan offers a sophisticated, well-rounded approach to wealth management. His work spans comprehensive financial planning, advanced life insurance strategies, estate and succession planning, and tax-efficient wealth transfer. Dan is known for helping clients navigate complex decisions with clarity—whether they’re building a business, planning for retirement, or preparing for the next generation.

A committed lifelong learner, Dan continually deepens his understanding of financial markets, planning strategies, and the evolving tools available to protect and grow wealth. This dedication allows him to deliver thoughtful, forward-looking advice tailored to each client’s unique goals.

Throughout his career, Dan has built strong relationships and a respected reputation within Alberta’s business and financial communities. His ability to build trust, foster meaningful connections, and provide strategic guidance has made him a valued advisor to professionals, families, and entrepreneurs across Canada.