About me
Honest. Hardworking. Dedicated.
Dani Nielsen is a seasoned Portfolio Associate at ATB, leveraging over 19 years of experience in the financial services industry. With a Business Administration in Finance diploma from NAIT, Dani brings a strong foundation of knowledge to clients. She is based out of Peace River and Edmonton (ATB Place).
Building financial futures, one relationship at a time.
Dani supports the team by providing clients with information to make informed financial decisions, assisting in the strategic use of financial tools to help them achieve their goals. Her approach is deeply personal, prioritizing the development of strong, lasting relationships. She understands that each client's journey is unique and is committed to providing tailored client support.
Beyond the numbers: a life well-lived.
Outside of her professional life, Dani is an avid reader, her favorite author is the late Michael Crichton, and she is a dedicated fan of "Jurassic Park." She balances her passion for finance with an active lifestyle, enjoying snowboarding, hiking, and swimming.
My team
Connect with members of my team.
ATB Investment Management Inc. is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATB Investment Management Inc. is also registered as an Investment Fund Manager who manages the ATB Funds, Compass Portfolios and the ATBIS Pools.