I'm so humbled to announce that I was voted 2020's BEST FINANCIAL ADVISOR in the Barrie Advanced Reader Choice. Thank you to my supportive clients and the amazing people of Barrie!
When working with my clients, I believe that simplifying financial concepts is as important as the recommendations I make. You deserve to be understood, informed and in control of your finances!
As an Edward Jones financial advisor, I understand that my clients face overlapping priorities such as paying for children's education, caring for elderly parents or passing a family business and wealth on to the next generation. Everyone's family situation is unique, and that's where I can help. I'll evaluate your situation comprehensively and personalize your investment strategy to help balance your many needs at once.
I have developed a passion for helping individuals who are navigating severance packages through work, divorce settlements and inheritances. A heart of empathy and the ability to objectively manage change has served me well in caring for clients experiencing these life events.
I earned an MBA with a concentration in Investments from Marywood University in Pennsylvania. Prior to Edward Jones, I had a successful career in Banking.
When I'm not at the office, I enjoy exploring the outdoors with Rory, my husband of 15 years and my adorable boys, Jordan and Joshua. I also enjoy reading, working-out and Face-Timing my sister in Jamaica.
For a complimentary, no obligation, consultation - please contact 705-728-4500 or [email protected].
Focus areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Business Owner Considerations
- Divorce Finances
My Personal Interests
- Community Outreach
- Health & Nutrition
- Dancing
- Sustainability
Office Information
Phone Number
Danisha M Allen at (705) 728-4500Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | Closed |
Sun | Closed |
Additional Hours
- Weekends
- Web Conferencing
Connect on Social
Branch Team
More to explore

Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More
Setting your path
We use an established process to help you reach your goals.
Learn More