Dan Slattery, CA, TEP

Tax & Estate Planning Consultant

Dan has the kind of training and experience you would expect of a Tax & Estate Planning Consultant. He graduated from the University of Ottawa with a Bachelor of Commerce (Honours) degree before heading into a large high-tech firm to handle some of their tax issues, and then received his graduate diploma in public accountancy from McGill. He worked with KPMG and then joined Metropolitan Life as a tax specialist before entrenching himself with London Life more than a decade ago. He is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Ontario, the Canadian Tax Foundation, the Conference for Advanced Life Underwriting (CALU) and the prestigious Society of Trust and Estate Practitioners (STEP).

But perhaps what is most impressive about Dan is that his prime focus is on giving his clients the confidence to act with clarity, and certainty. He doesn’t lose sight of what’s most important as he works through the complexity of tax and estate planning – what’s important is you, the legacy you want to leave, and those who will receive it.