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Dan Hein

Address

606 4th Street South
Lethbridge, AB T1J0N7

Languages

    English

My Background

In 1964 my father died prematurely without a Will or a plan for my mom and our young family. Life lessons gained now compel me to define, plan and prepare for each client’s life path. Crucial Questions: "How can we protect our lifestyle, yet ensure we don’t outlive our money? How can we protect our legacy for the people & causes we care about? Can we better position assets to minimize tax and safely grow?" My mission is to fully understand the unique reality of each client, and together navigate turbulence and change.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.