Darcie Doell
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Darcie Doell Email & Phone Number

CEAFinancial AdvisorBusiness Partner - Doell Osmak Wealth Management at DOELL OSMAK Wealth Management Ltd
Location: Prince Albert, Saskatchewan, Canada 2 work roles 6 schools
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Role
CEAFinancial AdvisorBusiness Partner - Doell Osmak Wealth Management
Location
Prince Albert, Saskatchewan, Canada

Who is Darcie Doell? Overview

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Quick answer

Darcie Doell is listed as CEAFinancial AdvisorBusiness Partner - Doell Osmak Wealth Management at DOELL OSMAK Wealth Management Ltd, based in Prince Albert, Saskatchewan, Canada. AeroLeads shows a matched LinkedIn profile for Darcie Doell.

Darcie Doell previously worked as Business Partner - Doell Osmak Wealth Management at Doell Osmak Wealth Management Ltd and Business Partner - Financial Advisor at Lawton Partners/Patricia Weir. Darcie Doell holds Diploma, Financial Planning And Services from The Canadian Institute Of Financial Planning.

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Email format at DOELL OSMAK Wealth Management Ltd

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DOELL OSMAK Wealth Management Ltd

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Profile bio

About Darcie Doell

Darcie is a founding partner in DOELL OSMAK Wealth Management. As a financial advisor, she is always looking for ways to go above and beyond to ensure her clients meet their financial goals.Darcie is a go-getter. She has built her career on continual education from the ground up, working her way up to a variety of investment certifications since 2008-2009. There’s no stopping her. She is a life-long learner who is eager to soak up information on the latest trends and intelligence in the industry.Her career has taken the same sort of ground-up trajectory, starting as an administrative assistant in the late 90’s and moving up through a series of progressively, more challenging administrative roles. Before joining Pat Weir Financial Services, she was the manager of the Prince Albert Youth Soccer Association (PAYSA).Darcie has spent years getting to know many of our clients, and has celebrated milestones with many of them. Her knowledge of the markets, and the products available though our providers motivated Darcie to establish DOELL OSMAK Wealth Management Ltd with Laurianne in 2019.Darcie is passionate about ensuring their clients’ financial plans remain on track- regardless of their gender, or whether they are single or partnered.It should be no surprise to anyone that women are making 90% of the financial decisions in North American households. This isn’t just related to simply buying groceries or financing home renovations- it also includes investments, insurance and health coverage decisions.Darcie is licensed in mutual funds, segregated funds, and insurance. Darcie is currently completing her Certified Financial Planner designation. As part of her dedication and commitment to her clients, Darcie has completed her Certificate in 3H Financial Planning and Diploma in Financial Planning and Services.

Current workplace

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DOELL OSMAK Wealth Management Ltd
Doell Osmak Wealth Management Ltd
CEAFinancial AdvisorBusiness Partner - Doell Osmak Wealth Management
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2 roles

Darcie Doell work experience

A career timeline built from the work history available for this profile.

Business Partner - Financial Advisor

Lawton Partners/Patricia Weir
Nov 2008 - Aug 2019
6 education records

Darcie Doell education

Diploma, Financial Planning And Services

The Canadian Institute Of Financial Planning

Notary Public, Notary Public

Government Of Saskatchewan

License, Life Insurance

Insurance Councils Of Saskatchewan

License, Labour-Sponsored Investments Funds Course

Investments Funds Institute Of Canada

License, Canadian Investment Funds Course

Investment Funds Institute Of Canada

Diploma, Administrative Assistant Honours Diploma

Saskatoon Business College
FAQ

Frequently asked questions about Darcie Doell

Quick answers generated from the profile data available on this page.

What company does Darcie Doell work for?

Darcie Doell works for DOELL OSMAK Wealth Management Ltd.

What is Darcie Doell's role at DOELL OSMAK Wealth Management Ltd?

Darcie Doell is listed as CEAFinancial AdvisorBusiness Partner - Doell Osmak Wealth Management at DOELL OSMAK Wealth Management Ltd.

Where is Darcie Doell based?

Darcie Doell is based in Prince Albert, Saskatchewan, Canada while working with DOELL OSMAK Wealth Management Ltd.

What companies has Darcie Doell worked for?

Darcie Doell has worked for Doell Osmak Wealth Management Ltd and Lawton Partners/Patricia Weir.

How can I contact Darcie Doell?

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What schools did Darcie Doell attend?

Darcie Doell holds Diploma, Financial Planning And Services from The Canadian Institute Of Financial Planning.

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