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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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