Donna has 25 years of experience working in personal finance, starting as a bank teller, and working her way up to Private Wealth Management. She completed her Certified Financial Planner (CFP) designation in 2009 and focuses on guiding clients through the complexities of investing and taxes, with an emphasis on responsible investing—making these concepts approachable and aligned with her clients’ long-term goals.

She’s passionate about helping people invest in ways that reflect their values, showing that financial growth and social responsibility can go hand-in-hand. Outside the office, Donna gives back through volunteer work with organizations like Hope Mission and the Edmonton Food Bank.

Originally from BC, she’s come to love the wide-open skies of Alberta, where she now calls home. When she’s not helping clients plan their financial futures, you’ll likely find her enjoying karaoke, squeezing in a workout, gaming, or relaxing with her two cats. Whether it’s in her professional role or community involvement, her mission remains the same: to empower others to build secure, impactful futures.