Karen Danielson

Karen Danielson B.Ed

Executive Assistant

I have been blessed, having 30+ cherished years of experience in the financial planning industry, with clients that are truly awesome.

I graduated from the University of British Columbia with a Bachelor of Education, and I combine my deep industry knowledge with exceptional organizational skills. I bring dedicated expertise and efficiency, that our clients have come to expect. 

Known for my endearing yet proficient nature, I am committed to providing top-notch support, ensuring our operations run smoothly and your goals are met with precision and care. 

My passion for the great outdoors, exploration of the culinary world, and love for my family, reflect my well-rounded and balanced approach to life and work. I believe you can trust in my experience, dedication, and personal touch to elevate your financial planning journey.

"To live is the rarest thing in the world. Most people exist, that is all." - Oscar Wilde


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