Danielle started her career in the investment industry in 2018 working for Creed Capital Management.
She has recently completed her BBA from British Columbia Institute of Technology.
She now handles our team's client service responsibilities, including preparing and maintaining client account documentation, ensuring portfolios are monitored and kept up to date, and assisting with the overall needs of our clients.
Danielle is the primary contact point for our clients to book appointments, request cheques or electronic funds disbursements or any general enquiry with respect to their accounts.
Born and raised in Vancouver, Danielle is an avid foodie who loves travelling.