Contact Us

Dan and Gracie

Dan has a passion for education and has earned the following: 

              • MBA in accounting
              • Certified Financial Planner (CFP®)
              • Chartered Life Underwriter (CLU)
              • Certified Health Specialist (CHS)
              • Certified Employee Benefits Specialist (CEBS)
              • Retirement Plans Associate (RPA)
              • Compensation Management Specialist (CMS) 

Dan's dedication to continuous learning ensures he always has the most up to date knowledge to keep his clients informed of changes and able to react to the ever-changing regulatory environment. 

 

Dan has a bernedoodle named Gracie he loves to spend time with.  Dan has been involved with FP Canada in the CFP® exam process for the last 8 years. He has been involved in writing questions, marking exams and writing mock exams.  Dan is also involved in a volunteer roll in politics which which is something he has always been fascinated with. Dan firmly believes in giving back to the community and has played an executive role in many local organizations. 

 


 

Shannon Fiske

 

Shannon has over 20 years of experience in customer service and values creating a lasting connection with clients. New to the financial industry herself, Shannon is committed to helping clients achieve their individual financial goals. 

Shannon has two children that light up a room – and also make it a lot noisier. You will often find their family exploring all that the beautiful Muskoka area has to offer.

 

 

 

 

 

   


 

This site is destined for residents of the provinces of Nova Scotia, Ontario and Quebec.

 

Contact Willett Financial:

Dan 705-645-7850   •   Shannon 705-315-7850   •   Toll Free 866-445-7850   •   Fax 705-640-7850

 

 

To contact Willett Financial by email, please use the form below