Donnelly Advisors Group

Here at Donnelly Advisors Group Inc., we are an independent financial planning firm located in Sidney, British Columbia, dedicated to providing expert life insurance, estate planning, and wealth management advice to established business owners, professionals, and self-employed individuals. Our team of experienced professionals works collaboratively with other trusted advisors to deliver sophisticated yet straightforward solutions that reduce complexity, tax, and preserve capital, while enhancing legacies.

Our Mission

Our mission is to guide our clients towards success by providing personalized financial planning and wealth management solutions that cater to their unique needs and goals. We believe in fostering long-term relationships built on trust, integrity, and expertise, and strive to make a positive impact on our clients' lives.

Our Team

Our team is comprised of highly qualified and experienced professionals who are passionate about delivering exceptional service and guidance to our clients. Our team includes financial and estate planning advisors, employee benefit consultants, and investment management specialists who work together to provide comprehensive and tailored solutions.

Services

We offer a range of services designed to help our clients achieve their financial goals and objectives. Our services include:

• Life Insurance: We provide expert advice on life insurance products and strategies to help our clients protect their loved ones and achieve their estate planning goals.
• Estate Planning: Our team of experts works with clients to develop comprehensive estate plans that minimize tax, preserve capital, and ensure the smooth transfer of wealth to future generations.
• Wealth Management: We provide investment management services that cater to our clients' unique needs and goals, including discretionary portfolio management and investment counsel.

Philosophy

At Donnelly Advisors Group Inc., we believe that simplicity is the ultimate sophistication. We strive to provide our clients with straightforward and easy-to-understand solutions that address their complex financial planning needs. Our approach is centered around collaboration, integrity, and expertise, and we are committed to making a positive impact on our clients' lives.

Why Choose Us

By choosing Donnelly Advisors Group Inc., you can expect to receive expert guidance, personalized service, and tailored solutions that address your unique financial planning needs. Our team of experienced professionals is dedicated to helping you achieve your goals and objectives, and we are committed to fostering long-term relationships built on trust, integrity, and expertise.