Meet Our Team
"Providing unbiased advice while offering a wide selection of financial services and products."
Dan has created a practice built on partnering with clients by providing tailored financial solutions and sound financial advice for Investment, Tax, Retirement and Estate Planning. Trust, Honesty, and Dependability are the benchmarks upon which he manages the office.
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Jason partners with his clients to design and implement their personal financial roadmap, recognizing that each client situation is unique and requires customized attention. Prior to joining Harbourfront Wealth Management as an Investment Advisor, Jason spent over 16 years licensed with the Mutual Fund Dealers Association (MFDA) through two Canadian Chartered Banks. Jason holds both the Certified Financial Planner designation (CFP) and the Professional Financial Planner Designation (PFP).
Jason is involved in a variety of charitable activities including his role as the offensive line coach of the Hayden Huskies Junior Football team and his past position on the Burlington Crime Prevention Committee.
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Jim has been assisting clients with their personal finances at Harbourfront Wealth Management for over 8 years. In Jim's role, he works closely with Dan to ensure clients meeting and paper happens seamlessly. He also assists helping to organize special events, hiring tax personal, and liaisons closely with head office.
Jim enjoys going to live sporting events, especially the Toronto Blue Jays, and live music.
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Gayle Szautner has been with Harbourfront Wealth Management since 2015 where she provides administrative support to all our clients and advisors.
Her goal at Harbourfront Wealth Management is to ensure that financial inquiries and questions are addressed in a prompt, and professional manner for clients at all times. She enjoys having the opportunity to assist in helping people achieve their financial and personal dreams.
Gayle stays very busy keeping up with 3 boys who are very actively involved with the Burlington Minor Football Association.
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