Danelle Lindsey Associate Financial Advisor

Danelle is the Associate Financial Advisor for the Okanagan Wealth Management Group. She enjoys working at an independent firm, with a client’s first approach, to ensure our clients get the proper financial foundations in place. Danelle has completed the Canadian Securities Course, the Conduct and Practices Handbook and her Wealth Managements Essentials course. She is currently completing her Personal Financial Services Advice certificate as well as her Business Administration Diploma. Danelle has a background of customer service excellence and experience from her time in the telecommunications industry. Danelle is a great resource for anyone who is just getting started or getting serious about their journey towards financial independence. She currently has capacity to welcome new clients to the practice.