Dan Willett Financial

About

Proud to Give Back. Committed to Your Future.

 At Dan Willett Financial, we believe great financial advice begins with listening — to your goals, your values, and what matters most to you. Together with Optimize Wealth Management, we offer a personalized, all-in-one approach to managing your wealth through every stage of life.

Whether you’re growing your investments, preparing for retirement, managing your estate, or navigating tax and insurance decisions, our team provides thoughtful guidance and ongoing support to help you move forward with confidence.

Through a completely independent platform, our advice is always centered on what’s important for you — never influenced by sales targets or proprietary products.

Our Family Office-level service includes in-house tax filing, will preparation, insurance planning, mortgage support, and financial planning. With no account minimums, no administration fees, and no transaction costs on Optimize Funds, we keep things transparent and client-friendly.

Dan Willett is more than a financial advisor — he’s a dedicated community supporter. He proudly sponsors youth hockey teams including the Huntsville Sting, Keene Wolverines, and Markham Majors, with plans to add the Barrie Colts next year. Dan believes sport is a powerful way to help young people develop confidence, character, and leadership skills that last a lifetime.

He also supports local Rotary events and funds the Dan Willett Financial Award, a bursary helping high school students pursue post-secondary education despite financial barriers. It’s his way of giving back to the communities that have given so much to us.

At Dan Willett Financial, we’re here to simplify the complex, support your journey, and make a lasting difference — in your life and in our community.

Let’s start the conversation.