Danielle Smith, Bsm, Ma

Danielle Smith, Bsm, Ma

Associate Consultant @ IG Wealth Management

About Danielle Smith, Bsm, Ma

Danielle Smith is an Associate Consultant at IG Wealth Management, specializing in financial solutions for complex tax and estate planning for high net worth individuals. She holds a Master of Arts in Sport Management from Brock University and has nearly a decade of experience in the not-for-profit sector.

Work at IG Wealth Management

Danielle Smith serves as an Associate Consultant at IG Wealth Management, a position she has held since 2015. In this role, she specializes in providing tailored financial solutions for complex tax and estate planning scenarios, particularly for high net worth individuals. Her expertise allows her to empower clients through education, enabling them to make informed financial decisions. Smith's work contributes to the overall mission of IG Wealth Management, which focuses on delivering personalized financial advice.

Education and Expertise

Danielle Smith completed her Master of Arts (M.A.) in Sport Management at Brock University from 2008 to 2010. Prior to that, she earned a Bachelor of Sport Management from the same institution, studying from 2004 to 2008. Her academic background provides a strong foundation for her current role in financial consulting, where she applies her knowledge to develop unique solutions for clients. Smith's educational achievements reflect her commitment to continuous learning and professional development.

Background

Danielle Smith has a diverse professional background that spans nearly a decade in the not-for-profit sector. She has held various roles that emphasize fundraising, financial management, and marketing initiatives. Prior to her current position, she worked as a Fundraising and Event Manager at Community Living Huronia Foundation from 2013 to 2015. Additionally, she served in multiple capacities at Brock University, including as a Teaching Assistant and Annual Fund Representative/Team Leader, gaining valuable experience in leadership and client engagement.

Achievements

Danielle Smith is recognized for her exceptional talent in identifying opportunities and implementing change within organizations. Her strong negotiation skills and confidence in decision-making have contributed to her reputation as a personable and inspiring leader. Smith's ability to empower clients through education and her focus on delivering effective financial solutions highlight her commitment to excellence in her field.

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