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Clearwater Financial - Daniel Dugan

Clearwater Financial - Daniel Dugan

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4.4 Google Review
39 Trent St N, Quinte West, Ontario, K0K 2C0, Canada
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Jul 4, 2018
Daniel is my husband. Among the many reasons why I respect him is his honesty. He is trustworthy. And he works hard to take care of his family. I admire his sense of duty when it comes to ensuring our wellness. Daniel is also my Financial Adviser. He has a vast knowledge when it comes to finances. I have seen him take course after course and achieve accreditation and distinction over many years. I trust his advice because I know he puts my best interest first, even when I have had doubts about the market, e.g., in 2008 when he pushed me out of Money Markets Funds and into Equity Funds.

Mar 9, 2017
Hello Dan.. I wanted to a minute and thank you for everything you have done for my family and myself!! In the short amount time that you and I have known each other you have helped me out tremendously by educating me, by understanding my own finances ... You truly have turned things around for me!! Your Professionalism, Patience and Knowledge is over the top! And I would recommend you to any one for Financial Advice.. Thank you so my friend!!

Jan 12, 2017
I'm not sure how much I can express the effort & thanks from Mr Dugas. Financially I was in a tough situation & with the help from Mr Dugas he helped me immensely. Mr Dugas is very passionate about what he does & I speak from experience for the excellent work he provided for me. I would definitely recommend Mr Dugas to anyone seeking a financial advisor. I can't thank him enough! Kevin.

Jan 9, 2017
Dan really knows his stuff. He helped me and my family set up and get over $3k of government funding that we were eligible for. I look forward to continuing to work with Dan.

Nov 17, 2016
Dan knows his stuff and will be a guiding support for you, through "thick and thin".

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