President – DLS Insurance & Consulting Services Ltd.
Dan Schindle is well known across Canada, for his expertise and creative ideas in solving clients’ financial planning and tax issues. With over 50 years of experience, Dan specializes in working with corporate shareholders, their tax strategies, succession plans, estate planning and retirement funding. He is most often called upon for his advanced planning solutions for simple cases to very complex structures. He is a frequent speaker at industry meetings and workshops on these subjects and is known for his ability to communicate complex solutions with clarity, for efficient implementation.
Dan was a founding partner and former National Marketing Director of the PPI Financial Group (now known as PPI Advisory), one of the largest independent MGAs in Canada, specializing in advanced planning areas. As an owner of numerous, successful businesses, Dan is acutely aware of the concerns and needs of business owners.
Dan is a Charter Member of The Conference for Advanced Life Underwriting. CALU is a leading organization dedicated to informing and educating its members on tax efficient solutions to deal with the more complex issues facing clients. CALU is well positioned with government with respect to tax and technical issues facing the industry and advocates, as needed, for the public in that regard.
Dan is a member of Advocis (formerly known as the Canadian Association of Insurance and Financial Advisors). He is a Certified Professional Consultant on Aging (CPCA) and is also a member of the Society of Trust & Estate Practitioners (TEP).
Cidel Trust Company recently appointed Dan as preferred consultant to their ultra high net worth clients in British Columbia.