Our Leadership

As an Executive Financial Consultant since 1992, I actively listen to gain insight to your financial goals. I use my experience, knowledge, and resources, to provide solutions to accumulate and preserve wealth and achieve financial independence. I am an advocate of the planning process in all aspects of life.

On a personal level, I am focused on health and wellness and a sports enthusiast. Love music and good movies! Consider myself a bit of a naturalist enjoying time outdoors, nature, and animals.

Along with my loving wife Marie, we are gaining a bit of a passion for travel with a curiosity towards the history of Europe and other ancient worlds.

As a Senior Financial Consultant since 1994, I have applied the education from my business degree from Wilfrid Laurier University and the principals of Stephen Covey’s 7 Habits of Highly Effective People to my life and practice. This long term mindset and approach cultivates a motivated team, satisfied clients, and long term growth of the practice due to client retention. The philosophy also fosters client acquisition through introductions and reputation.

I am a Certified Financial Planning professional with 33 years of experience working at IG Wealth Management. I genuinely love what I do and the relationships I’ve created. I have worked with people through many of their own personal milestones, as well as the various global and economic conditions since 1988. It is very satisfying to know the people I sat down with over 30 years ago are now enjoying their own retirements because of the guidance I have provided throughout the years. I am honored to pass on my wealth of expertise and knowledge to my daughter, Michelle – and this closely aligns with our goals to create generational wealth for the people we work with. I’m excited to transition clients to the excellent service Michelle, and the Donnelly Group, will continue to offer them.

As an Associate Consultant since 2012, I have refined my proficiency in the financial industry for over a decade. I am a proud mother of two, and love spending time on our Great Lakes with family. Being a driven professional and busy mom, I know first-hand how challenging it can be to harmonize your personal and financial goals. Through my professional experiences and the mentorship of my father, Ted Olive, I’ve developed a genuine affinity for helping individuals navigate life’s intricacies alongside the dynamic nature of financial planning. I am honored to be carrying on my father’s legacy at IG with the Donnelly Group.

I am a dynamic financial planner with a passion for empowering others to achieve their financial goals. When not crunching numbers, I love exploring the great outdoors with my loyal companion Frankie by my side. With a love for cooking up delicious meals, hitting the gym, and soaking up quality time with loved ones, I bring a well-rounded approach to both finance and life. Whether strategizing investment plans or whipping up a gourmet dish, I thrive on helping others live their best lives, one balanced budget at a time.

I hold a Master of Business Administration and an Honours Bachelor of Commerce from Laurentian University, bringing a strong business background to my role as a Financial Consultant. Since joining Donnelly Group Private Wealth Management, I've been dedicated to providing clients with the confidence to make informed financial decisions.

As a CERTIFIED FINANCIAL PLANNER® professional, I specialize in serving medical professionals, business owners, executives, and affluent families. I look forward to helping clients manage and protect their wealth through personalized financial planning and strategic advice.

Mentored by industry leaders Mark and Keith Donnelly, I am committed to delivering exceptional client service and making a positive impact. I continuously expand my knowledge to better serve my clients, ensuring they achieve their financial goals.

Together, we can achieve your financial goals and provide you with peace of mind.

My associate position focuses on the insurance needs of the client, and the protection of their family and estate.
With a passion for seeing clients fulfill their objectives, I continue to educate myself and am currently registered with the Canadian Institute of Financial Planners to achieve my accreditation as a Certified Financial Planner professional, and further complement the Donnelly Team.

I have positioned myself as the Hub to our team. Responsible for providing support to our entire staff and communicating effectively with IG clients, I am very knowledgeable in our industry and continue to educate myself as the business grows and the industry changes.

Carey-Lynn is the newest member at Donnelly Group Private Wealth Management. With over 15 years of office experience, Carey brings valuable skills and attention to detail to our team.

As the first point of contact for our clients, Carey's friendly and professional demeanor creates a welcoming atmosphere. She not only supports client interactions, but also assists team members and ensures smooth daily operations.
Outside of work, Carey is a dedicated mother who cherishes her family. Carey has a passion for fashion and always brings style and elegance to the office, inspiring others to embrace their own personal style.