As a Wealth Manager at RowanOak Private Wealth Counsel, Danielle acts as Paul’s right hand in the day to day management of RowanOak clients. This includes managing all client meetings including portfolio reviews, investment allocation discussions and financial planning meetings. In addition to client meetings, Danielle works with our planning and administrative team members to create your wealth plans, ensure the plan is being executed, monitored and updated regularly.
Danielle has a proven background in client service and wealth planning that is driven by a goals-based and client-centric approach. With a genuine care factor, Danielle works with each of our clients to ensure they are receiving highly personalized wealth management advice that is specifically customized to the individual goals of clients and their families. Danielle also has a strong belief in educating clients on investment and planning topics to ensure they are in a position to make informed decisions.
Prior to joining RowanOak Private Wealth Counsel Danielle worked in a similar capacity at CIBC. Danielle is a graduate of Queen’s University and she is working towards her Chartered Investment Manager Designation, one of the more prestigious designations available in the industry. She currently lives in Burlington and in her free time volunteers and co-manages multiple events raising funds for Easter Seals, a non-profit organization that supports children with physical disabilities. Danielle also enjoys travelling, skiing, the outdoors and spending time at the family cottage in Haliburton.