Belinda Barclay CFP®

Dan worked with the Oreana Partnerships team over several months to help us better understand our technology strategy. He helped us connect the dots across our overarching strategy and ultimately gave us clarity on what we should be focused on in our resourcing and path forward. Ultimately, Dan helped us plan and design a clearer project and saved us from wasting time and money. Dan became like a member of our team, and we thoroughly enjoyed working with him. We have now recommended Dan to several of our advice practices to do the same for them.

Belinda Barclay CFP®, General Manager, Advice & Governance - Oreana Partnerships