902-701-3890    |      info@w5bg.ca

ABOUT

W5 BUSINESS GROUP

Daniel Holland, MBA, ICD.D
President and CEO

In serving W5 clients, Daniel brings together experience in a wide range of roles including capital markets, finance, investment banking, management consulting, and business development. Most recently, he spent a decade driving a succession planning process of a family-owned business (Beacon Securities), purchase of the business, transition to a partnership model achieving ownership diversification and a national expansion.

As an investment banker with Beacon, he worked with varied types of businesses. Most of his corporate clients looking to access growth capital were known as special situations, small to mid-cap companies unique in their industry or business model. Before returning to Nova Scotia in 2006, Daniel spent nine years working in Europe, split between capital markets and management consulting.

Daniel has a BA in International Political Science from McGill University and an MBA from INSEAD (Fontainebleau, France). He is fluently bilingual. Daniel completed the Institute of Corporate Directors (ICD) Directors’ Education Program in 2015.

Outside of his corporate role, he is Chair of Leave Out Violence Nova Scotia and is a member of the Board of the McGill Institute for the Study of Canada. He recently stepped down after six years on the Board of the Atlantic Provinces Economic Council.

 

Keith Dexter
Chairman and Partner

Keith has been employed with noted international corporations such as Proctor and Gamble, and Phillip Morris in Sales, Sales Management, and Management positions. He has founded several local companies, including Dexter’s Automotive Group.

Keith is currently Chairman of Helmco Capital, President & CEO of Gateway Insurance Group, and President of Moore McLean Gateway – a National Insurance Company. He is Chairman and a Partner in W5 Business Group, and a Partner in Atlantic Signature Mortgage & Loan. His business interests include Insurance, Real Estate, M&A, Financial Services, and a Private Capital Company.

Keith has earned numerous national industry leadership awards, and he has serves as a Director of national and local boards, and has been involved in the leadership of many community organizations.

Born in Halifax, Nova Scotia, Keith is a graduate of Dalhousie University. He resides in Seabright, Nova Scotia.

 

David Dexter, B.Comm, MBA
Partner

David is President & CEO of Atlantic Signature Mortgage & Loan Inc, a Private Lending Company serving the short-term bridge financing needs of both business and individuals. He is a Director of Gateway Insurance Group and a founding Partner in Moore MacLean Gateway Insurance Group, a national insurance brokerage.

David also serves as a Director and Equity Partner in several local enterprises in Real Estate, Investment, and Business Consultancy and has built and sold numerous businesses in different sectors during his career. David’s companies and employees have earned many awards for outstanding customer service and customer loyalty. He has chaired national and regional industry boards, and is active in the local community.

Born in Halifax, Nova Scotia, David holds a Bachelor of Commerce from Dalhousie University, and a Masters of Business Administration from The University of Western Ontario. David currently resides in Halifax.

 

Chris R. Rafuse, B.Comm, CPCA
Partner

Chris is a Senior Financial Advisor and one of the founding Partners with the Assante-Hydrostone office in Halifax, Nova Scotia. He holds the CPCA designation and earned a Bachelor of Commerce Degree from Saint Mary’s University (1991).

Throughout his career, Chris has been a dedicated investment professional involved in the financial markets including institutional bond trading and sales, syndication, structured products, serving as CFO of an investment firm and holding financial advisory positions both for institutional and retail clients. He has founded, operated, and consulted with a number of businesses throughout his career. He is currently involved as an Owner or Partner in multiple businesses including M&A, financial advisory services, real estate and technology. He draws on this 25 years of experience on a daily basis to provide clarity and to chart a course for his professional and business owner clients in both personal and business matters. The roll of financial quarterback or personal CFO providing financial solutions for wealth, income, succession, tax, wealth transfer, estate planning and financial planning challenges has been a natural fit and focus. He also finds time to write an investment column for Progress Magazine, an Atlantic Canadian business magazine.

He has co-lead an initiative in Nova Scotia focused in the renewable energy space which has raised a total of $16.85 million to fund the generation of clean sustainable energy.

Philanthropic interests include serving as Co-Chairman of the Motionball Marathon of Sport and Gala Fundraisers for the Special Olympics Canada Foundation in Halifax, NS.

Member of Chairman’s Council Elite – Assante Capital Management Ltd

Born in Bridgewater, NS and now residing in Halifax, NS.

 

David M. Jones, CPA, CA, CFP
Partner

David is a Senior Financial Advisor and one of the founding Partners with the Assante – Hydrostone office in Halifax, Nova Scotia. He is also a Chartered Professional Accountant (CPA, CA – 1992) and obtained his Certified Financial Planning (CFP) designation in 1998.

Throughout his career, Dave has also been and remains a business and commercial and residential rental real estate owner. He has founded, operated, and transitioned a number of businesses throughout his career. He is still currently involved as an Owner, President, or Partner in 5 of these businesses operating in the commercial real estate, retail, and financial services sector. As such, he has a keen understanding of the unique problems associated with navigating today’s complex world of planning for tax, retirement, and business and estate transitions as it pertains to professionals and business owners alike.

As one of the founding Partners in the W5 Business Group, David brings this experience to the service offering as W5 applies its “Holistic Planning Approach” to one of the most important decisions a business owner will make — How to sell and transition their business as they retire!

Throughout his career, David has sat on or has been an advisor to a number of professional and charitable organizations’ boards including The ICANS – Recruitment Committee, Chefs for UNICEF, Ronald McDonald House, The Radio Starmaker Fund, and Motionball for Special Olympics.

Born in Charlottetown, PEI and graduating from St. Francis Xavier University with a Bachelor’s degree in Business and Economics before moving to Halifax in 1989, where he currently resides.