Donnie believes the most certain way to build wealth is by owning a concentrated basket of high quality businesses, balanced with sufficient diversification to weather market fluctuations. As a discretionary Investment Counsellor with over two decades of experience in the finance industry, Donnie collaborates with clients and referring advisors to establish and maintain customized investment portfolios.
Donnie earned his Bachelor of Commerce degree from the University of Manitoba and holds the prestigious Chartered Financial Analyst (CFA) designation, along with being a Certified Financial Planner (CFP). Additionally, he holds other notable designations including CIM and FCSI.
Donnie's adventurous spirit has led him to explore diverse cultures in over 80 countries, with a notable two-year stint living in Japan. He has called various Canadian cities home, including Vancouver, Winnipeg, and his current residence in Toronto. Donnie’s passion for sports is equally robust, as he actively participates in soccer, hockey, tennis and more. A devoted fan of the Dallas Cowboys, Fighting Irish, and Manchester United, his love for sports extends to supporting local teams like the Jays, Raptors, and Jets.