Danielle received her Bachelor of Commerce, majoring in finance, from Concordia University in 2007. Immediately following graduation, she began pursuing her Chartered Financial Analyst (CFA) designation, which she completed in 2011 while working for a discretionary investment firm. This was a very influential time for her to join the investment industry as it gave her front line experience on how major market events such as the 2008 financial crisis can impact planning and retirement.
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. Having had the opportunity to lead a board was incredibly gratifying for Danielle not only for the impact the organization had, but also for the many relationships that were built during her tenure. 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 sports and her dog: a 14 year old German short-haired pointer. Her primary sport is soccer and she continues to play competitively for a Vancouver-based women’s team. Beyond soccer, she loves cross-country skiing, hiking, running, and lacrosse.
Roles: lead client servicing, planning, and portfolio management activities