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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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Refresh Reviews 4.4


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".

INDUSTRY BLOGS

The Evolution of Whisky: 18th Century Methods vs. Modern Mastery

#whiskey #smithville

Whisky lovers, we've got a treat for you today! We're going on a time-traveling adventure to compare whisky production methods between the 18th century and today. Understanding the...

Smithville Whiskey

Female Bootleggers of Prohibition: Stories of Defiance

#whiskey #smithville

Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

Smithville Whiskey

Grain Games: The Whisky Character Playground

#whiskey #smithville

Hello, whisky wanderers! Ready to hop, skip, and jump into the rollicking world of grains and their whimsical influence on whisky character? From the robust charm of barley to...

Smithville Whiskey

Exploring the Spirit of America: The Kentucky Bourbon Trail and Its Impact on the Bourbon Industry

#whiskey #smithville

Hey there, bourbon lovers! Have you ever wanted to wander through the heartland of bourbon production, learn from master distillers, and sip straight from the barrel? If so, there's...

Smithville Whiskey

Whiskey Trails: A Cultural Expedition through Ireland and Scotland

#whiskey #smithville

Whiskey, the golden spirit of the Gaelic lands, embodies more than just a delightful drink. In both Ireland and Scotland, it's a cultural touchstone, holding centuries of history,...

Smithville Whiskey

The Earliest Instances of Whiskey in World History

#whiskey #smithville

The history of whiskey, or whisky as it's spelled in some countries, is long and somewhat shrouded in time. While the exact origins of whiskey are unclear, we can trace its ancestry...

Smithville Whiskey

Bourbon: The Quintessential American Whisky with a Unique Twist

#whiskey #smithville

Hey there, whisky enthusiasts! Today, we're going to delve into a topic that's as smooth as a top-shelf dram – the unique character of bourbon whisky. Now, if you're new to the...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey


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