Dana Brooks Email & Phone Number
Senior Wealth Planner @ The Wong Group at Wellington-Altus Private Wealth
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Dana Brooks Location
- Vancouver, BC, CA
Dana Brooks Work
- Senior Wealth Planner @ (June 2023 - Present)
- Associate Vice-President, Advanced Wealth Planning Group @ (March 2022 - June 2023)
- Director, Estate and Financial Planning Services @ (December 2014 - March 2022)
- Estate and Financial Planning Specialist @ (August 2011 - December 2014)
- Sales Associate Advisor @ (March 2008 - July 2011)
- Financial Advisor @ (September 2006 - February 2008)
- Bookkeeping Services @ Brooks Consulting (February 2000 - September 2006)
Dana Brooks Education
- The Institute
Certified Life Underwriter (Advanced Taxation, Canadian Law & Advanced Estate Planning)
2012-2014 - Advocis
Certified Financial Planner (Financial Planning and Services)
2009-2010
Dana Brooks Skills
- Financial Planning
- Retirement Planning
- Estate Planning
- Planning
- High Net Worth Individuals
- Succession Planning
- Holistic Financial Planning
- Disability Insurance
- Strategic Financial Planning
- RRSP
- Retirement
- Insurance
- Investments
- Financial Planners
- Critical Illness
- Finance
- Financial Advisory
- Life Insurance
- Mutual Funds
- Wealth Management
- Fixed Annuities
Dana Brooks Summary
- Dana Brooks, based in Vancouver, BC, CA, is currently a Senior Wealth Planner at The Wong Group at Wellington-Altus Private Wealth. Dana Brooks brings experience from previous roles at Wellington-Altus and Sun Life Financial. Dana Brooks holds a 2012 - 2014 Certified Life Underwriter in Advanced Taxation, Canadian Law & Advanced Estate Planning @ The Institute. With a robust skill set that includes Financial Planning, Retirement Planning, Estate Planning, Planning, High Net Worth Individuals and more. Dana Brooks has 2 mobile phone numbers on RocketReach.
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