Dana Taylor

Financial Adviser

A little About Me

Dana is a finance professional with a bachelor’s degree in commerce and six years of experience in banking and financial planning. She is passionate about helping clients achieve their financial goals and has recently joined OakView Financial to pursue her long-term goal of becoming a licensed financial adviser. As a provisional adviser, she is currently undertaking her professional year to offer financial advice under supervision. Dana believes in taking a comprehensive and tailored approach to financial planning and building strong relationships with her clients. She enjoys spending time with her family, exploring the outdoors, and paddle boarding.