Dan is actively involved in the areas of financial and taxation consulting to owner-managed businesses and non-resident corporations with subsidiaries in Canada. Dan has experience in multiple industry areas including real estate, distribution, and financial services, including portfolio managers and exempt market dealers.

Dan has significant experience providing financial and transaction advisory to clients, which include:

• Sell-side and buy-side advisory
•  Negotiation
• Financial due diligence
• Working capital dispute resolution
• Tax structuring for liquidity events or sale of business
• Partnership/minority shareholder/key employee admissions
• Compensation arrangements

Dan is the Managing Partner of Segal GCSE LLP and a member of its steering committee. In this role, Dan guides the strategic initiatives of the firm.

Dan graduated with an Honours Bachelor of Arts Degree in Economics from York University in 1992 and obtained his CPA designation from the Institute of Chartered Accountants of Ontario in 1994. In 2015 and 2018, Dan successfully completed the Moore Executive Leadership Program at the Harvard Business School.

Community Involvement

• Board Member, Moore North America
• Board Member, Granite Club, Toronto, Ontario