Dan Burnie
Sales Director at ivari Canada | Montreal, Quebec, Canada
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Dan Burnie is a seasoned professional in the financial services industry, bringing over three decades of experience to his current role as Sales Director at ivari Canada. Since embarking on his career as a financial security advisor in 1989, Dan has cultivated a deep understanding of the intricacies of financial planning, risk management, and retirement strategies. His transition into management allowed him to leverage his expertise in business planning and strategic financial planning, enabling him to guide teams and shape the future of financial advisory services.
In his current position, Dan plays a pivotal role as an insurance wholesaler, promoting ivari's diverse range of products across various distribution channels in eastern Canada. His extensive knowledge of mutual funds and retirement planning equips him to effectively communicate the value of ivari’s offerings to financial advisors and their clients. Dan is particularly passionate about training and recruiting talent within the industry, believing that a well-informed team is essential for delivering exceptional service and fostering long-term client relationships.
Key projects under Dan's leadership include initiatives aimed at enhancing advisor engagement and streamlining the sales process, ultimately driving growth for both ivari and its partners. His commitment to excellence and strategic vision has positioned him as a trusted resource in the financial services landscape, where he continues to inspire and mentor the next generation of financial advisors. With a focus on innovation and collaboration, Dan Burnie is dedicated to advancing the standards of financial advisory services in Canada.
Sales Director at ivari Canada in May 2010 to Present
Director, Market/Business Development at Freedom 55 Financial in April 2006 to May 2010
Area Training Manager (Quebec/Atlantic) at Freedom 55 Financial in March 2003 to April 2006
Team Leader, Montreal Training Centre at Freedom 55 Financial in April 2002 to April 2006
New Advisor Training Manager at Freedom 55 Financial in July 2000 to April 2002
Manager, New Representative Development at London Life in July 1998 to July 2000
Sales Staff Manager at London Life in January 1994 to July 1998
Financial Security Advisor at London Life in May 1989 to January 1994
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Université Laval
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Sales Training and Coaching
Business Planning and Development
Relationship Development
Sales Management
Presentation Skills
Mutual Funds
Business Planning
Management
Strategic Financial Planning
Training
Coaching
Insurance
Business Development
Selling Skills
Inter-personal
Recruiting
Financial Services
Life Insurance
Leadership
Finance
Sales
Team Management
Employee Benefits
Investments
Risk Management
Retirement Planning
Financial Advisory
Term Life Insurance
Pensions
Retirement
Securities
Financial Planning
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Discover more about ivari CanadaWhat is Dan Burnie email address?
Email Dan Burnie at [email protected] and [email protected]. This email is the most updated Dan Burnie's email found in 2026.
How to contact Dan Burnie?
To contact Dan Burnie send an email to [email protected] or [email protected]. (updated on September 28, 2024)
What company does Dan Burnie work for?
Dan Burnie works for ivari Canada
What is Dan Burnie's role at ivari Canada?
Dan Burnie is Sales Director
What is Dan Burnie's Phone Number?
Dan Burnie's phone (416) ***-*328
What industry does Dan Burnie work in?
Dan Burnie works in the Financial Services industry.
Dan Burnie Email Addresses
Dan Burnie Phone Numbers
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