About Dan Aron

Dan Aron understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As an Investment Advisor and Financial Security Advisor for Raymond James located in Montreal, Quebec he puts his clients – and their needs – first.

Offering a wide range of investment services, Dan is committed to helping you achieve your financial goals. Specializing in investment, retirement, insurance, tax and estate planning, he works with clients to design investment portfolios to meet their individual needs. Dan offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. Whether you need investment, tax, retirement, insurance or estate planning advice, Dan will put your needs first.

Before joining Raymond James as an Investment Funds Advisor, Dan worked at another financial services firm for 11 years, where he served as a Financial Security Advisor.

Dan graduated from Concordia University in 2001. A firm believer in continuing education, Dan enhances his experience by attending continuing education courses on a regular basis and staying up to date with financial markets.

Dan has received numerous recognition awards for being a top performer with an excellent client servicing record.

Dan is originally from and currently resides in Montreal. He enjoys spending time with his wife, Galit and their sons Nathan and Noam. Dan also enjoys traveling, sports, cars and spending quality time with his family and loved ones.