ACCOUNTING, CLIENT SERVICES EXPERIENCE
Donna, one of 6 siblings relocated with her family to Kamloops in 1972 where she grew up. She and Mark met at a young age and saw nothing but adventure and brightness for their future. While raising their 2 daughters, their then financial advisor and mentor became their business partner.
Throughout her life Donna and her family has travelled the world, spent countless weekends at the family lake house, paddleboarding, hiking, and cross-country skiing. Most notably, Donna has invested everything into her relationships with her dear friends and family. Luckily for her, they too enjoy spending time sipping in Okanagan vineyards and seeking new adventures.