Dan Hein

Investment Advisor

Dan completed his Bachelor of Religious Education in 1983, immediately entering the business world as a producing manager, later becoming a business owner. He has extensive experience in telecom, construction and agriculture supplies. In 2006 he entered the Wealth Management Industry as an Investment Advisor, joining BMO Nesbitt Burns in 2009.  
 
Outside the office, Dan and his wife Patricia stay busy with grandkids, cooking, reading and travel.  Dan & Pat serve on several boards and actively volunteer for many community groups.
 

Dan Hein, Investment Advisor

Life lessons compel me to define, plan and prepare for each client’s life path. When my father died prematurely in 1964, there was no Will and no preparation for our young family. Preparing for the worst of days liberates and equips us to make the most of better days.

Crucial Questions
♦ “How can we protect our lifestyle, yet ensure we don’t outlive our money?"
♦ "How can we preserve our legacy for the people & causes we care about?"
♦ "How can we position our assets to minimize erosion from tax and inflation,  yet safely grow?”

I seek to fully understand my client - your distinct intentions and unique reality - and together navigate real-world turbulence and inevitable change as the future unfolds.

Medicine Hat Location ♦ BMO Bank of Montreal ♦ 3214 Dunmore Rd SE, Unit #300, Medicine Hat, AB T1B2X2
Lethbridge Location ♦ BMO Nesbitt Burns Branch ♦ 606 - 4th Ave S, Lethbridge, AB  T1J 0N7

Phone (403)528-6771 ♦ TollFree 1(844)274-3759 ♦ Fax (403)528-6771 ♦ Email Dan.Hein@nbpcd.com