As a principal advisor at MacLellan & Moffatt Financial with over 20 years of industry experience, Dan MacLellan helps professionals protect their health and wealth so they can grow their practice with confidence. He specializes in disability, critical illness, and health insurance for medical, dental, and legal professionals across Canada. An Acadia University graduate and Certified Health Insurance Specialist, Dan brings both academic grounding and specialized expertise to his work.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At MacLellan & Moffatt Financial, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
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Meet the team
Dan MacLellan, CHS
Wealth Planner
Patrick Gilbert
Wealth Planner
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Dona Etienne
Administrative Assistant
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Jess Dixon
Administrative Assistant
Grayson Ingraham
Wealth Planner
Dan MacLellan, CHS
Wealth Planner
ABOUT
Patrick Gilbert
Wealth Planner
ABOUT
As a principal advisor at MacLellan & Moffatt Financial with over a decade of industry experience, Patrick Gilbert helps families and business owners across Canada feel secure, not stressed, about their financial future. He specializes in life, disability, and critical illness insurance alongside wealth management strategies, building foundations today that pay off for years to come. Known for putting relationships first, Pat measures success by how confident and informed clients feel about what's ahead. A lifelong Haligonian, he lives in Halifax with his wife and son and enjoys spending time at the rink and on the golf course.
Dona Etienne
Administrative Assistant
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Jess Dixon
Administrative Assistant
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Grayson Ingraham
Wealth Planner
ABOUT
Team Values
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At Optimize, integrity is the foundation of everything we do. We are dedicated to acting with honesty, fairness, and transparency in every interaction. Clients can trust that each recommendation is made with their best interests in mind. By upholding the highest ethical standards, we build long-term relationships rooted in trust and respect, making sure that every client feels confident and secure as they pursue their financial goals.
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Clients are at the heart of every decision at Optimize. We take the time to understand each client’s unique goals, needs, and circumstances, crafting personalized strategies designed to deliver meaningful outcomes. By focusing on proactive communication, tailored advice, and exceptional service, we foster trusted relationships that provide clarity and confidence throughout every stage of the financial journey. Our client-first mindset means that your success is always our priority.
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Innovation is a key pillar of Optimize’s approach. We leverage advanced tools, cutting-edge strategies, and forward-thinking insights to help our clients navigate an ever-changing financial landscape. By staying informed on emerging trends and continuously refining our practices, we deliver solutions that are both dynamic and effective. Our commitment to innovation means that our clients receive the best possible advice and strategies to achieve lasting financial success.
Supporting our community
Optimize is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future and making sure that every child has access to quality education.
Advancing pediatric health is a priority for Optimize. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key focus for Optimize. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.