Danielle Wells - Financial Advisor

05/05/2026

I've advanced to the voting round! If you'd like to vote for me, please search "Best of Penticton 2026" and I'm in the category "Financial Advisor or Planner." Voting is open until May 12th at 3pm. Thanks for all your support! :)

04/27/2026

Picked up a smile cookie on the way to the office this morning to help support the Women and Children’s Centre at Penticton Regional Hospital. It’s a small gesture, but those can add up to make a meaningful difference. And really - who can resist a good cause paired with a smile (and a cookie)? 🍪 😊

04/08/2026

I’ve been nominated in the category “Best Investment Advisor.” In order to advance to the voting round, I’d love your support in nominating me. If you have time, please go to The Best of Penticton website and nominate all your favorites. As a small business, I appreciate the opportunity to even participate and every one of your votes makes a difference. Thank you to all of my current (and future) clients! I love what I do. 🙂

05/02/2025

With your help, we made it into the Voting Round! Thank you so much for your nominations, I value every single one. Please take one more minute out of your day to go to the Best of Penticton site and vote for your favorites in all categories. If you want to vote for me, the category is "Investment Advisor." Voting is open until 3pm on May 13th.

https://bestof.pentictonnow .com/
(You won't be able to click the link directly, but you can copy/paste, and remove the space after the w) or just Google Best of Penticton 2025. Happy Voting! ❤️

05/02/2025

With your help, we made it into the Voting Round! Thank you so much for your nominations, I value every single one. Please take one more minute out of your day to go to the Best of Penticton site and vote for your favorites in all categories. If you want to vote for me, the category is "Investment Advisor." Voting is open until 3pm on May 13th.
https://bestof.pentictonnow.com/

04/13/2025

I have been nominated again this year in the category "Best Investment Advisor." Thank you so much, I truly love what I do, and appreciate any and all votes. Nominations are open until April 14th @ 3pm so log in and vote for your favorites! :)

06/05/2024

The Bank of Canada cut interest rates today to 4.75 percent! Down 25 basis points from the 5 percent rate peaking in July 2023. What a relief for so many Canadians! 😅

06/05/2024

https://financialpost.com/news/economy/bank-of-canada-cuts-interest-rate-to-4-75

BoC has cut interest rates to 4.75% today! It might be a slow path, but at least we are heading downhill. Relieving news for so many Canadians!

Bank of Canada cut interest rates for the first time since it launched a historic hiking cycle to combat inflation in March 2022. Read on

05/07/2024

Nominations are now over, and it's time to VOTE! I have advanced into the Voting Round for Best of Penticton 2024, in the category "Financial Advisor". Voting is open now until May 18th at 3pm. Please take a minute to vote for me, and while you're there, vote for all of your favorite local businesses! (Google "Best of Penticton" and click the "Vote Now" button at the top of the page). Thank you to everyone who has allowed me to even get to this point, I am so very grateful. Cheers!

05/07/2024

Nominations are now over, and it's time to VOTE! I have advanced into the Voting Round for Best of Penticton 2024, in the category "Financial Advisor". Voting is open now until May 18th at 3pm. Please take a minute to vote for me, and while you're there, vote for all of your favorite local businesses! Thank you to everyone who has allowed me to even get to this point, I am so very grateful. Cheers!

https://bestof.pentictonnow.com