Planning and strategy designed for real life

Danielle joined Brown Financial as a partner in 2007, bringing with her a decade of prior international corporate experience in Hong Kong. Before becoming part of the Brown Financial team, Danielle held progressive roles with organizations such as Petro‑Canada, Nortel, and Deloitte & Touche, where she built deep expertise in benefits, risk management, and corporate advisory services.

A graduate of the University of Calgary, Danielle holds a Bachelor of Commerce degree in Risk Management. She has also earned both her Certified Financial Planner (CFP) and Certified Health Insurance Specialist (CHS) designations, underscoring her commitment to professional excellence and client‑focused guidance.

Outside the office, Danielle loves exploring the Rocky Mountain backcountry, often heading out on walking adventures that range from scenic forest paths to high‑alpine trails. Always ready for her next journey, she embraces adventure wherever she finds it—whether close to home or wherever an airplane can take her.

Grounded in integrity, thoughtful listening, and life experience, Janet is committed to supporting clients through every stage of life.  She believes strong relationships and thoughtful planning are the foundation of lasting financial security and peace of mind.  Since joining the firm in 2016 and becoming a licensed Financial Security Advisor, she has been helping individuals, families & businesses protect what matters most.

Anna joined the Brown Financial team in August 2025 as a Financial Administrator, bringing over 10 years of experience in administrative support, client service, and financial documentation management across banking and HR environments.

Before joining Brown Financial, she worked in financial institutions and international HR organizations, supporting document management, client records, and internal operations. She is known for her attention to detail, strong organizational skills, and commitment to supporting efficient office operations and client service.

Anna holds a master’s degree in finance from the Banking University in Lviv, Ukraine.

Originally from Ukraine, Anna now lives in Calgary with her family. Outside of the office, she enjoys spending time with her son, reading books, exploring psychology, and traveling, while continuing to expand her knowledge in the financial services industry.

Bill is the Founding Principal of Brown Financial and brought over 45 years of management and consulting experience to the firm. His career included leadership roles such as Training Manager and consultant with Great-West Life, Advanced Marketing Consultant within their regional office, and Branch Manager with Norwich Union Life Insurance Society.

With extensive expertise in life, health, and disability insurance—as well as investment strategies and estate planning—Bill served clients for decades with deep technical knowledge and trusted guidance. He held the Chartered Life Underwriter designation throughout his career until his retirement.

Bill officially retired in July 2025, and now supports Brown Financial as a consultant on a selective, case-by-case basis.