DANIEL COLLISON

 

Managing Partner, Advice2Advisors; Instructor, Schulich School of Business

 

Daniel Collison is the Managing Partner with financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan spent the first 10 years of his career as a financial planner, ultimately, moving into managerial roles within the industry.

 

Dan has degrees in history and political science from York University, has the Certified Financial Planner designation (CFP), is a Member of the Society of Trust and Estate Practitioners (TEP), and is a member of the Financial Therapy Association (FTA).

 

Dan regularly presents webinars, workshops and seminars on marketing, prospecting and planning topics to financial services firms, and has been interviewed over 100 times by Financial Post, Globe & Mail, The Toronto Star, Macleans Magazine, BNN TV, CP 24, Rogers Cable, CFTR News, Investment Executive and StayPaid Podcast. He was a keynote speaker at Knowledge Bureau’s Distinguished Advisor Conference in 2017, 2018 and again in 2019.

 

Dan is a Board Member of the FP Foundation and Chair of its Research Committee. He has taught Personal Financial Management, in the MBA Program, at Schulich School of Business, York University, since 1998. Dan is the author of The Financial Advisor’s Guide to Excellence, Carswell, 2015 (rated one of the “10 Books Financial Advisors Need to Read in 2019”, by ReminderMedia).

Special thanks to our sponsors

  • WPA-11.png
  • WPA-13.png
  • WPA-14.png
  • WPA-15.png
  • WPA-16.png
  • WPA-18.png
  • WPA-20.png
  • WPA-21.png
  • WPA-22.png
  • WPA-33.png
  • WPA-44.png
  • WPA-47.png
  • WPA-55.png
  • WPA-66.png
  • WPA-77.png
  • WPA-88.png

Stay Up to Date

Be sure to receive all updates about the Wealth Professional Awards by signing up to our awards mailing list.

 

No spam and unsubscribe anytime.