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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

A Spirited History: The Role of Whisky During American Prohibition

#whiskey #smithville

Whisky lovers, get ready for a journey into the past, as today, we're delving into the intriguing role whisky played during one of the most dramatic periods in American history - the...

Smithville Whiskey

Single Malt vs. Blended Whiskey: A Comprehensive Guide

#whiskey #smithville

Whether you are a whiskey connoisseur or a casual enthusiast, understanding the nuanced world of whiskey can be a delightful pursuit. Two terms that often spark curiosity are...

Smithville Whiskey

The Science of H2O: Why Water Matters in Whisky Production

#whiskey #smithville

Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore....

Smithville Whiskey

The Pivotal Role of Women in the Temperance Movement Leading Up to Prohibition in North America

#whiskey #smithville

Historically, women have played an indispensable role in societal transformation. One such transformative movement was the Temperance Movement in North America leading up to Prohibition....

Smithville Whiskey

Whiskey Production: 18th Century Methods vs Modern Techniques

#whiskey #smithville

In the 18th century, the choice of grain for whiskey production was largely determined by regional availability. In Scotland and Ireland, barley was the predominant grain, while...

Smithville Whiskey

Famous Women and the Repeal of Prohibition: Evolving Perspectives

#whiskey #smithville

While women were instrumental in initiating the Prohibition era, they also played a significant role in its repeal. The societal and cultural shifts during the 1920s and early...

Smithville Whiskey

Creating Magic in a Barrel: A Step-by-Step Guide to Crafting Traditional Whiskey

#whiskey #smithville

Hello, whiskey lovers and budding distillers alike! Today, we're taking a fascinating journey into the heart of the distillery to uncover the meticulous step-by-step process of...

Smithville Whiskey

The Chemistry of Whiskey Aging: Impact on Taste and Quality

#whiskey #smithville

Aging is a critical stage in whiskey production. The choice of cask, the length of maturation, and the aging environment all influence the spirit's final character. But what are...

Smithville Whiskey


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