Danielle heads up our Summerland location and has over 10 years of experience in the financial industry. She started her career working as a lead administrator for one of Canada’s largest insurance companies. She then branched off and started working with an independent certified financial advisor and since that day hasn’t looked back. Obtaining her licenses in life insurance & mutual funds, and taking in knowledge and experience from the team and resources around her, she has now become a fully independent insurance and investment professional. She is an energetic 39-year-old with great attention-to-detail and a real passion for helping people.

With broad knowledge in all facets of insurance and investments, Danielle takes on a very holistic view of her clients’ immediate and future needs.  She focuses on risk mitigation through insurance protection and long-term investment planning through the use of professionally managed portfolios.

Danielle shares a home in Summerland with her husband Matt and 3 children, Chelsea, Caitlyn, & Charlie. She loves going on adventures with her children, and is a summer person at heart, so things like kayaking and spending time at the beach are her go-to’s. She also loves hitting up local wineries and supporting local businesses.