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Dayna Moran

Administration

Dayna first joined our firm in February, 2006 but left to spend the better part of a year in New Zealand and Australia.  She returned to MacIntosh Financial Group in January, 2008. 

Her primary function is to do the preliminary detail work in preparing financial plans for our clients and to maintain our back-office system.  She also assists in the other areas of our office administration helping with the preparation of various forms and letters and helping to keep the office running smoothly.

Dayna has a high level of computer knowledge and skills as well as a keen aptitude for financial concepts.  She is currently enrolled in the Canadian Investment Funds Course (CIFC) to obtain her mutual funds license.  Future educational plans are to obtain her Certified Financial Planner designation.

 

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