As a child I was precocious, competitive and loved learning, math and numbers came easy for me. When I was eight, I got my first job, selling greeting cards door-to-door, and depositing hard-earned dollars into my bank account. While I loved making money, I was very intentional about how I spent it, I always had a goal - my bike, my watch, my camera. I became very self-sufficient. I thought being a CPA would be ideal, but it wasn’t just the numbers I loved, it was more the influence I could have in helping others.
When I became a financial advisor, I quickly learned that, while I loved managing money, to my female clients, money and investing made them feel overwhelmed, uncomfortable and less than capable. I knew these women were smart and capable, so I began to focus on them, what was important to them and then steadily engaging them in the world of finance in a way that empowered them.
That’s why my true purpose is about creating an environment where every woman and their family is encouraged to learn, to grow and to gain the knowledge they need to feel confident in their financial future.
I use a savvy, confident lifestyle approach to address the unique challenges that face many women. By gently guiding them through my established process, I design prioritized goals that are aligned with their values and vision. A personal investment strategy is created to balance their desire for safety with their need for income and growth.
If this approach appeals to you and your family, please call me.
I joined Edward Jones after a successful career as a Chartered Professional Accountant. I proudly earned a Bachelor of Commerce degree from the University of Saskatchewan. More recently, I achieved the Certified Financial Planner®, the Designated Financial Services Advisor (DFSA™) and the Certified Executor Advisor (CEA) designations.
I am active in the Saskatoon community, and am on the U of S Board of Governors, and I chair the boards for Quint Development Corporation and the People Bridge Advocacy. In 2017, I was nominated for a YWCA Women of Distinction Award.
Lesley has worked in the financial services industry for over 25 years, earning her Certified Financial Planning Designation in 2020. Lesley is passionate about educating her clients and helping them navigate the world of financial planning.
My goal is to create and sustain value in the lives of everyone I meet. I work to make sure your home, business and lifestyle is protected. To do so I use Life Insurance, Investment, Health Benefit and Living Benefit Plans that best fit the needs and lifestyle of my clients.
Jennifer Daniel is a Certified Financial Planner® focused on Corporate Exit Planning - helping clients financially plan to exit their corporate careers with confidence into retirement or a new career.
Knowing clients have unique needs at this stage of their lives, she developed the Great
Exit™ Planning Process to provide a structured approach to financial planning through this pivotal time.
While her clients may be focused on their own exit planning goals, they are often called upon to act as Executor for loved ones, and so Jennifer has added to her credentials with the CEA designation to support her clients through these difficult times, as well as help her clients optimize their own Estate Plans.
When working with a financial advisor, a strong personal relationship is key. At stake is your life savings, your personal goals and your future. You'll need to feel comfortable sharing your hopes and dreams for your family. You'll want someone who takes the time to get to know you and what you value – these topics are too important to rush. Since 2010, I've built those kinds of relationships with clients I serve.
I get excited every day to helping individuals, families and business owners in our community achieve their financial goals. Understanding what's important, using our established process and partnering together for the long term to ensure our clients stay on track all while building meaningful relationships is what has made our branch first of mind to our valued clients. While working with our clients, I believe that educating and explaining financial concepts while using today's technology is as important as the recommendations that we make.
Our branch team includes Sr. Branch Office Administrator Nancy Van Galen who has been with Edward Jones since 2004, On Call Branch Office Administrator Liz Rotherham and myself. We strive to exceed your expectations and to partner with you and your family over time. I believe that personalized service is essential when matching clients with the right financial security products and services.
Prior to starting at Edward Jones in 2010, I was a business owner of multiple Carman's Foto Source locations and part of the company for over 15 years. I live just outside of Simcoe and have been a part of the community for over 20 years. Outside of finance, I enjoy keeping active golfing, spending time with family and model railroading.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today at 519-426-3329 or email at daryl.dankwardt@edwardjones.com
Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm which specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and her CEA designation in 2022.
Previously, she worked in the tax practices of both international and local accounting firms and has over a decade of experience in personal, corporate and trust taxation.