Danielle Murray

“The most rewarding part of my role is knowing that the work I do helps bring clarity and confidence to our clients’ financial plans.”

Danielle brings with her a background in financial services support and client administration, with a focus on delivering behind-the-scenes excellence that enables seamless planner-client interactions. She joined Modoras with a strong foundation in managing documentation, compliance workflows, and paraplanning support, which now serves as the backbone of her role.

She plays an integral role in supporting the delivery of financial advice. Her attention to detail, accuracy in handling client data, and ability to anticipate planners’ needs make her a reliable and trusted member of the team. She ensures documentation, research and advice preparation are completed to high standards and within expected timeframes.

Danielle finds satisfaction in the structure and order of the planning process—ensuring every file, form and follow-up is right where it should be. She takes pride in contributing to a larger purpose: helping clients feel confident in their financial journey.