Danny Whalen

Interim Managing Director

IIROC Advisor Report

Danny has more than 12 years of experience in financial services, specializing in personal financial planning and retirement planning. He became interested in finance near the end of his university degree while he was working as a math instructor, supporting mature students who needed to brush up on their math skills to pursue their degrees. 

He found it very rewarding to make a subject people often dislike more digestible and less stressful. Financial planning was an opportunity for Danny to combine a subject area he was interested in with work that he found rewarding. That feeling of relieving the stress and frustration around money for his clients is his favourite part of the job. 

Outside of work, you’ll find Danny spending time with his wife Jessica and their husky Val. They love movies, travelling, puzzles and games. In his spare time, Danny also enjoys cooking and playing guitar. 

Based out of: St. John’s, NL

Causes: Stella’s Circle and the SPCA.

Financial Planning Tip: Time is the most important factor in a plan, and you can’t get it back once it’s gone. Getting started is more important than getting it perfect.