Conseiller en placement
Dan Bucci is an Investment Advisor at Wellington-Altus Private Wealth. He earned his Bachelor of Commerce from the University of Guelph in 2015 and completed the Dale Carnegie Course on Human Relations and Effective Communications. Dan’s passion for wealth management perfectly complemented his interest in finance and love for communicating with people.
As an advisor on his current team, Dan believes that every client’s situation is unique and deserves a personalized experience. His calm and reassuring tone instills confidence in his clients and helps establish strong relationships from the very first meeting.
In addition to his work, Dan volunteers at the Canadian Cancer Society and participates in fundraising for Relay for Life. When he’s not in the office, he can be found lowering his golf handicap or playing tennis at the Roseland Park Country Club in Burlington.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.