As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Daniel has been working in the financial industry since 1993. His passion is helping people determine and achieve their financial goals. Attention to detail, good listening skills and great empathy are symbols of his appreciation for his clients.
He is effectively supported by an administrative staff whose teamwork and professionalism help him build long term relationships with his growing client base and provide excellent customer service.
Daniel graduated from Trinity Western University in 1992 and then continued to receive his Certified Financial Planner CFP and his Chartered Life Underwriter CLU Designations. His focus is business owners and prosperous individuals.
Daniel is happily married to his lovely wife Julie for the past 26 years and has two married children and a son at UBC. Away from the business, he enjoys tennis, chess and spending time with family & friends.
Lori McGregor has been with Johnson Fort Financial for the past 6 yrs. Lori is both confident in her ability to perform as well as proficient in her knowledge in the industry.
Lori believes that every day should be a beautiful rainy day. Lori has been a valuable part of the business and continues to be very supportive to our clients with care and good humour.
Jonah Johnson graduated from Briercrest College and Seminary and Saskatchewan Polytechnic in 2017 and then joined the Johnson Fort Financial team.
Jonah has passed the Canadian Insurance Course and is currently working towards his Certified Financial Planner Designation.
Jonah is happily married to his wife Mikayla and is ardent about volleyball and exercise. Over time, Jonah's role at Johnson Fort Financial will evolve from apprentice to partner. Jonah firmly believes that with hard work and tenacity growth is inevitable.