About Us

 

 

Our Resident Greeter Gracie

 

 

 Greeter

 

 

Gracie is most likely the first contact you will have upon entering our office she is very happy to meet everyone that enters the office.

 

 

 

 

Stephanie has over 25 years of experience in the legal and mining industry, s a law clerk and as a Corporate Secretary for two publically traded mining companies.  She provids administrative support to the Dan Willett Financial Team.  Her previous employment experience has taken her from Toronto to Vancouver numerous times and is happy to now call Huntsville home.  She enjoys the summer months at her cottage in Magnetawan area with her family and thier golden retriever nnamed Georgia.

Gracie quickly had Stephanie trained to retrieve two treats before the work day begins, and another after lunch for good measure.  They have become very good friends.

To contact Stephanie, please call 705-315-7850 abd she will be happy to assist you.

 

 

 

 

 

 

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

 

 dan and gracie

 

  • 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 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. 

 

 

 

 

 

 

 

   

 

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

 

Contact Willett Financial:

Dan 705-645-7850   •  Stephanie 705-315-7850  •   Fax 705-640-7850