Donna joined Wise Riddell Financial Group in 1996, and was an integral part of the transformation to Wise Advisory Group in 2007. She provides depth and focus to our clients, and has mastered her client service and follow-through skills for over thirty-seven years. She concentrates on analyzing the information and aspirations clients share with us, and helps to build a clear path with other team members to accomplish those financial goals.
Donna has the ability to recommend optimal investment strategies to our clients. Donna’s straightforward conviction is that her counsel is beneficial only when she is totally aware of our clients’ current and future goals.
Donna does a difficult job with a great deal of passion. She stays on top of investment models, investment history and economic trends – and applies them creatively to deliver client objectives.
Donna earned a Master’s degree from the University of Alberta in Edmonton, and further honed her skills by earning her Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations. Donna subscribes to the respective codes of ethics and standards of conduct required by her professional designations.
Donna lives in Oakville, loves to travel, watch sports and walk her dog, Hope.
Promised Made. Promises Kept. Since 1976.™