Dan Lebelle, CFP, CIM, MFA, RWM, CHS
Senior Investment Advisor, Manulife Wealth Inc.
LIFE INSURANCE ADVISOR, SELECTPATH BENEFITS & FINANCIAL INC.
Dan joined Selectpath in 2017 when LBM Consulting and Selectpath Benefits and Financial merged.
Dan has been in the financial services industry since 2005 and has expertise in the area of retirement income planning. As a Certified Financial Planner, Dan works primarily with a select group of families and successful business owners who, among other things, aspire to a work-optional lifestyle. Dan has developed a process known as the Blueprint 360 Retirement System™ which was specifically designed for clients who are 5-10 years away from retirement, or have already retired. Blueprint 360 is a detailed plan that incorporates processes, proven strategies and a defined course of action that is custom designed to provide his clients with direction and peace of mind.
Dan was born and raised in Sarnia where he currently resides with his wife Sarah, and 3 daughters, Emma, Addison and Carmendy.
226-778-0112
Insurance Inquiries: dlebelle@selectpath.ca
Investment Inquiries: daniel.lebelle@manulifewealth.ca