Danielle Morin
Market Lead, Eastern Ontario @Scotia Wealth Management
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WORK HISTORY
Market Lead, Eastern Ontario @Scotia Wealth Management
Ottawa, ON, CA
ABOUT DANIELLE MORIN
As Market Lead, Danielle leads a team of dedicated professionals serving clients across Eastern Ontario. With a strong focus on personalized service, she works closely with trustees, executors, beneficiaries, and their advisors to provide tailored solutions that address both technical details and the often-sensitive family dynamics involved in wealth and estate matters.Whether guiding clients through estate planning, managing complex trust arrangements, or supporting families during significant wealth transitions, Danielle brings a balance of expertise, empathy, and strategic insight to every situation. She is passionate about ensuring that clients not only feel confident in the technical guidance they receive, but also supported throughout the process.After graduating from the University of Ottawa, Danielle earned her Trust and Estate Practitioner (TEP) and Certified Executor Advisor (CEA) designations, achievements that reflect her commitment to continuous learning and professional excellence.Beyond her work, Danielle is an avid reader and traveler, always eager to explore new places, perspectives, and ideas. Whether at home or abroad, she values opportunities to connect with people and experiences that broaden her outlook and deepen her ability to serve others with empathy and insight.
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