Our Team

As an Executive Financial Consultant in a private wealth management practice, Dan holds designations of CERTIFIED FINANCIAL PLANNER^® (CFP), Registered Retired Consultant (RRC), and Elders Planning Certificate (EPC). He specializes in high net worth portfolio management, providing sound advice and financial support to retirees, small business owners, and multi-generational families who have worked hard to accumulate wealth and have a desire to protect it.

Dan builds customized solutions tailored to clients' life goals, focusing on all aspects of their financial needs. With over 28 years of experience, Dan is confident that he, along with his valuable team, are most capable of providing sustainable plans for generations to enjoy. 

Eric grew up in Strasbourg, Saskatchewan and earned his degree in Business Administration, majoring in Accounting, at Finlandia University. He spent 5+ years working in the public accounting field before joining IG Wealth Management in 2016. He joined Dan Hoffman & Associates in 2018, where he works with businesses and clients to create tax efficient financial plans. He enjoys seeing clients grow and realize their financial goals.

Eric lives in Regina, Saskatchewan with his wife Kayla and their son Oscar.

Marlene Cardinal was born in Lestock, SK, grew up in Punnichy, SK, and now lives in the Regina area. She joined IG Wealth Management in 2010 and started working with Dan Hoffman in 2015. Marlene brings several years of experience working in the banking industry to her current role, and she enjoys working with Dan to provide an exceptional client experience and create financial plans for all clients.

Marlene lives with her husband and enjoys the company of her 3 grandchildren. She enjoys fishing and spending her spare time at the lake.