President and Advisor - Edmonton
Dan was born and raised in Alberta and learned from an early age the virtue of saving money. He comes from a family with 7 children and is thankful that he was able to attend and graduate from the University of Alberta in 1980 with a degree in Commerce.
His investing experience began in September of 1981 when he was compelled to take advantage of high interest rates, but was misguided by an “advisor” into equities and a 1 year term deposit at 20% when a bond fund was more appropriate. He soon after became licensed and earned the nick name “Dan Bond” when he invested the majority of his client’s assets in bond funds up until 1994. When interest rates became quite low his focus for clients then changed to funds that relied on the deep discount value method and was at one time the top shareholder of Cundill funds. His firm now manages in excess of $200 million in client’s assets. Mutual funds are sold through D.W. Good.
Financial Advisor - Edmonton
Michael was born in Edmonton and raised on investment strategies and concepts that were part of the family conversation growing up.
In 2011, Michael began his career with DW Good Investments while studying Economics and Mathematics at the University of Alberta. He developed his organizational skills while learning hands on the requirements of various industry regulatory bodies.
Today he focuses on developing individual and family client wealth. He is dedicated to the concept of growth at a reasonable price. The current low interest rate environment challenges advisors to provide both growth and safety for their clients. Michael’s approach is to balance a portfolio taking advantage of undervalued equity mutual funds, and through diversification of domestic and international markets adding speciality funds based on a client’s individual needs. It’s important to Michael that he, as independent mutual fund advisor, can access a very broad range of mutual funds to benefit his clients.
Personally, Michael enjoys time with his lady and his puppy; he plays hockey in the winter and baseball in the summer with old friends and the new team members he meets each year. He has travelled extensively and loves the opportunity to see new places and cultures. Mutual funds are sold through DW Good Investments.
Investment Advisor - Edmonton
Brian began his investment and insurance career in 2001. He is licenced for Mutual Funds, Life Insurance, and Accident and Sickness Insurance. Prior to working in the financial industry, he ran a small business and worked as an economist.
He helps clients with investments, insurance, financial strategies and corporate planning. Brian enjoys the challenge of helping people reach their financial goals and dreams, and sees the challenge as a financial puzzle that can be solved in different ways. He is always looking to find better value for clients in their investments and insurance, build their wealth and protect their assets. Mutual funds are sold through D.W. Good.
Brian is especially passionate helping eligible clients with the Registered Disability Savings Plans (RDSP's). Through this program the Canadian Government will contribute up to $90,000 to a RDSP for an eligible person.
His academic credentials include a Bachelor of Science in Mathematics and a Master of Arts in Economics, both from the University of Alberta. Brian’s previous experience as a small business owner and economist is a tremendous asset when working with his clients, whether they are individuals, families or business owners.
St. Albert Branch
Investment Advisor - St. Albert
Laszlo Szojka has over 25 years of investment experience in the financial services industry. He first started investing while still in high school in 1986 and was intrigued by the 1987 market correction. Though the markets and investing were of interest, he studied science and engineering at the University of Alberta. During his years at university, he traveled to Europe shortly after the Iron Curtain fell and witnessed the rebirth of capitalism first hand. Due to the extremely weak job market for young professionals in Canada in the early 1990’s from the ongoing recession, he decided to completely change his career focus and go into the investment industry in 1992.
Laszlo has a certificate in financial planning and has completed industry courses in investment funds, a branch managers’ course, and an officers’ and directors’ course. He is also licensed for life insurance and accident and sickness insurance. Laszlo built his business one family at a time and joined D. W. Good Investment Company Ltd. in 1996. Presently, Laszlo employs two full-time staff to assist in a diverse financial practice of assisting individuals, families, high net-worth clients, group clients and businesses. Mutual funds are sold through D.W. Good.
Laszlo is married and has three children. He is involved with the community through the St. Albert Rotary Club.
B.Sc. Eng., Investment Advisor - St. Albert
Greg started his career in Financial Services in 1982, after the NEP destroyed the Alberta Economy. From 1982 to 1987, he worked with a local insurance agency, earning the necessary licences to provide services in Life Insurance, Accident and Sickness Insurance, Annuities and Mutual Funds. He entered a partnership with the insurance agency from 1987 to 1995, then left the partnership and set up a Financial Services firm specializing in Mutual Funds, Group Pensions/RRSP's, as well as Life and Health Group Plans. In 2008, Laszlo Szojka joined Greg and took over the Mutual Fund and Group RRSP book of business as well as all office staff and obligations. Greg continues working in the business under D.W.Good, working as a resource for Laszlo. He maintains an active Life, Health and Pension Group business as well as Investments with family clients. Mutual funds are sold through D.W. Good.
Investment Advisor - Edmonton
Stefania joined D.W. Investment firm in 2010. She has been working in the financial industry since 2005. She is an Investment Advisor as well as holds Life Insurance and Accident and Sickness licenses. Her previous career was in Real Estate. Stefania worked as a Realtor with Realty Executive office. When she arrived to Canada in 1989 she was hired as a swim coach by University of Alberta then by Keyano Swim Club. Stefania was born in Poland where she earned her Master's in Science and Bachelor of Music degrees. For many years she worked as a piano instructor.
As an Investment Advisor she follows one of the Award winning portfolio manager's -Dan Bastasic - approach to investing:
" To maximize returns, you have to minimize risk and try to preserve capital."
Stefania provides comprehensive financial services for her clients. She works with people of all ages and of different walks of life. Her background as a coach enhances her ability to help clients with setting long – term financial goals and with putting them in a routine of steady saving and investing. Stefania is analytical and diligent at looking for the right investments for her clients. Mutual funds are sold through D.W. Good.
Stefania is a happy mother of one daughter and a proud grandmother of four grandchildren. Away from the business she enjoys outdoors and spending time with family and friends.
“I have known Stefania on a personal basis for the past eight years. What I have observed mostly about Stefania is her drive and ethical standards. For the past two years I have entrusted her to manage my investment portfolio. We recently reorganized my portfolio and I was impressed whith the research and information she provided me on the various options. Good work Stefania.”
– George, Realtor
“Stefania has been my financial advisor for many years and I have referred friends and family to her as she is experienced and knowledgeable. She always takes into account my circumstances and risk tolerance. She takes the time to discuss, explain and explore different investment and insurance options with her clients. I think of Stefania as a friend as much as a financial advisor who I can turn to for any number of matters. I trust her and do not hesitiate to recommend Stefania to others.”
– Cristi, Legal Assistant
Investment Advisor - Sundre
Trish has more than 30 years in the financial services industry, including 10 years experience in the area of Wealth Management at a large Canadian financial institution. During her time with RBC, Trish successfully completed the Investment Funds in Canada Course, the Canadian Securities Course, and the Personal Financial Planning Program through the Institute of Canadian Bankers to earn her PFP designation.
In June of 2000 Trish established her practice under DW Good Investment Co. Ltd. She provides ongoing support and service to clients who have a wide variety of planning and investment needs. Mutual funds are sold through D.W. Good.