Are you ready to embrace a different approach to money?
Danelle Oh (LL.b.)
It is Danielle's dream to create a world where every person can enjoy the freedom to be themselves and build nourishing relationships without worrying about money. Her approach combines prudence with sensible risks to craft an abundant life for you.
As a lawyer with keen business instincts and great soft skills, Danielle is favoured by clients for her ability to apply her legal knowledge in innovative ways and communicate professionally with stakeholders of various cultural backgrounds.
Danielle's legal career as general counsel saw her advising clients ranging from startups to multinational corporations. Her scope of legal advice spanned across corporate strategy, risk management, public-facing marketing, intellectual property, data protection, labour laws and more.
Now, as a trauma coach and a financial planner licensed under an investment advisory firm, Danielle applies the same intellect, analytical skills and creativity to a cause she is passionate about — bringing people that much closer to financial independence. Working best with clients who are motivated, good-hearted and committed to the process, Danielle delivers quality.
FULL-FLEDGED SERVICES
have Danielle on your side
have Danielle on your side
- Trauma informed coaching
- Low risk investments
- Financial independence for women, femmes and NBs
- LGBTQIA+ planning
- FIRE strategizing
- Tertiary education funding
- Fee-based financial planning
- Wealth management services
- Immigration funding
We will explore ways to free up present cash flow, define a budget and create portfolios to meet long-term financial goals.
have Danielle on your side
have Danielle on your side
have Danielle on your side
Working with Danielle means having a trusted ally in your path to abundance.
Through her fee-based financial planning, you can count on Danielle for unbiased recommendations. She will field options across 50+ platforms to find the most suitable tools and low risk investments for you.
Beyond that, Danielle is a progressive, judgement-free guide and trauma informed coach. Those seeking support and healing can find comfort in Danielle's compassionate guidance.
A HOLISTIC Approach
have Danielle on your side
A HOLISTIC Approach
Fee-based financial planning with Danielle entails tailoring a strategy designed to meet your risk tolerance. She will continue working with you to maximize your financial in-flow through low risk investments.
Decide on your objectives and Danielle will formulate a realistic plan to help you achieve them.
If you are uncertain where to begin, Danielle will consider your comfort level and create a blueprint with you.
Together, we will analyze your goals and plot them against your current portfolio.
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TALK TO DANIELLE
walking the talk
I believe in, and guide you to achieve, a mindful balance between work and play. That's why I do the same!
Sessions are appointment-based. Book a time here. Danielle is a trauma informed coach so if you need accommodations, please get in touch and we'll work something out.
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