Dana Schwartz

DanaDana Schwartz is the assistant to Brian Ogilvie at Ogilvie Daugherty Financial Services. She joined the ODFS team in June 2018 after graduating from the Business Administration, Financial Planning program at Conestoga College in April 2018

Dana’s duties include scheduling appointments, client service for new and existing clients and the processing of life insurance new business.

Dana enjoys spending time with her dogs and enjoying social time with friends.     Contact Dana – dana@ogilvie.ca

Working to meet your needs

We have physically closed our office as per the mandate by the Ontario government and all of the staff and advisors have been set up to work at their homes.  All of our staff can be contacted via their office email and their office telephone numbers and extensions. We are working to be as accessible and available for clients as normally as we can however there will be no physical meetings with clients until things get better with COVID 19 and social distancing. Please note that only phone,  skype  or zoom meetings will be arranged at this time.

We certainly are available to you during this uncertain time.   Stay Well, Stay Safe