Safeguard what matters with insurance that brings you confidence security stability protection
Insurance solutions tailored to protect what matters most to you
Services
To meet your needs
Insurance
Life Insurance
Our policies are designed to provide peace of mind, ensuring financial stability and support when it’s needed most
Invalidity Insurance
We are helping you manage life’s challenges when an unexpected disability prevents you from working.
Mortgage Insurance
We ensure that your mortgage payments are protected, helping you stay secure in your home when it matters most.
Health Insurance
We provide access to essential healthcare services, offering peace of mind and support for you and your family.
Wealth
Investment Management
From asset allocation to portfolio diversification, we help grow and protect your wealth in a dynamic market.
Retirement Planning
Strategies to maximize savings, optimize pensions, and create sustainable income for your retirement years.
Tax Optimization
Our strategies help you keep more of what you earn by minimizing tax burdens through effective wealth.
Estate & Legacy Planning
Assessment and mitigation of financial risks through insurance solutions and other strategies.
Financial Help
TFSA Guidance
Expert guidance on minimizing tax liabilities, maximizing deductions, and optimizing tax strategies.
RRSP Management
We help to choose the right investments, and benefit from tax-deferred growth to reach your long-term retirement goals.
Education Savings Plans
We offer insights on maximizing government grants and selecting growth-oriented investment.
Debt Management
We work with you to create manageable budgets, reduce debt, and set achievable financial goals, ensuring a good path.
Industries
Why Finance Donnelly
Experienced professionals with a strong foundation
We’re dedicated to providing guidance you can trust. We believe in using our knowledge to simplify the complex, so you feel confident and supported in every decision. When you work with us, you’re choosing advisors who genuinely care about your goals and take pride in helping you achieve them.
A proven experience, with an official partnership with IA.
Serving a thriving community of satisfied customers.
A dedicated team of financial experts at your service.
Seasoned professionals backed by years of expertise
Deep Expertise
With years of industry experience, we bring a wealth of knowledge to guide you confidently through every financial decision.
Personalized Service
We take the time to get to know your unique goals and challenges, offering solutions tailored to fit your specific needs rather than a one-size-fits-all approach.
Genuine Trust
Our commitment to transparency, integrity, and accountability means that we’re here to provide honest advice you can rely on, every step of the way.
Confidentiality and Security
Privacy and security are our top priorities. We handle all your information with the highest level of confidentiality, so you can feel fully secure.
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Where your finances meet freedom
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Valuable insights that empower your decision-making
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