Doug Dahmer

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Profile Photo

Employer

Retirement Navigator

Primary Occupation

Retirement Income Specialist

Member Since

May 01, 2019

Designations

CFP (Canada) TEP

FPAC Achievements

Founding Member

Bio

Biography

Doug Dahmer is the CEO and Founder of Retirement Navigator and the creator of the tools and technologies that support the C3 Retirement Income Planning Process. He is passionately committed to solving the unique challenges and issues facing Baby Boomers as they prepare for a retirement which is rapidly being redefined.

Over his almost 30-year career in the financial planning industry, Doug has become an expert in both the financial and non-financial aspects of planning for the second half of life.

Doug holds an Honors Bachelor of Business Administration from Wilfred Laurier University and a Masters of Business Administration Degree from York University. He is a Certified Financial Planner (CFP) and is also a qualified member of the Society of Trusts and Estate Practitioners (TEP).

Personal Information

Email Address

doug@retirementnavigator.ca

Phone Number

905-335-0045

Gender

Male

City

Burlington

Highest Level of Education

Masters

Employer Information

Employer Name

Retirement Navigator

Associated Dealership

Credential Qtrade Securities Inc.

Address

5500 North Service Road Suite 1102
Burlington ON L7L6W6
Canada

Phone Number

9053350045

Website

http://www.retirementnavigator.ca

Practice Information

Primary Occupation

Retirement Income Specialist

Year Started in Industry

1991

Distribution Channel

None

Practice Size

6-10

Compensation Model

Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based

Provinces Licensed (Investment)

Ontario

Professional Organizations

STEP

Areas of Specialization

Corporate Financial Planning Corporate Insurance Planning Corporate Tax Planning Divorce Estate Planning Financial Planning Insurance Planning Retirement Income Planning Succession Planning Tax Filing Tax Planning