Danielle has been helping families manage their wealth for almost two decades. She obtained her Chartered Financial Analyst (CFA) designation in 2011 while working at an investment counseling firm before joining RBC Dominion Securities in 2014. As the Senior Portfolio Manager on the team, Danielle’s primary role is to ensure clients’ wealth is working for them to achieve their goals. She is extremely relationship focused and genuinely seeks to understand the clients she is working with. While there is a ton of science and math that goes into portfolio management, the process of tailoring those inputs to each family is a dynamic art and the part that Danielle enjoys the most. Simply put, you must be curious enough to want to understand the whole person, picture, or family in order to advise and help steward that family. You also need to care enough to truly make a difference, and in everything Danielle does, she aspires to do just that.
Outside of portfolio management, Danielle is actively involved in her community and commits her time to helping various charities. She served as a Director for the Association of Women in Finance (www.womeninfinance.ca) from 2012 to 2017, including serving as President of the board from 2015 to 2016. Today, Danielle continues to engage and assist with many women-focused charities as a liaison for RBC Dominion Securities.
When not working or volunteering, Danielle dedicates her time to family and sports. She and Brent have one daughter together named Kate. Becoming a mother has been an incredible experience for Danielle and has expanded her approach to assisting clients with best practices in how to engage the next generation from a wealth perspective. Danielle’s primary sport is soccer and she continues to play competitively for a Vancouver-based Division 1 women’s team. Beyond soccer, she loves skiing, hiking, running, and lacrosse.
Roles: lead client servicing, planning, and portfolio management activities
