Find an advisor / Dawn Lane
Dawn Lane, EPC, CFP, CLU, RRC, CIM
Abbotsford, British Columbia
Portfolio Manager, Mooney Lane Private Wealth
She started with her Elder Planning Counselor accreditation to understand the aging population and the specific needs of that demographic. In 2010 she received her Certified Financial Planner designation and continued studying to acquire the Certified Life Underwriter designation in 2011 and the Registered Retirement Consultant designation in 2015, and her Chartered Investment Manager designation to become a Portfolio Manager in 2021
On her day’s away from the office you will find her spending time in nature, hiking, boating, and just enjoying the outdoors with friends and family.