Donna is a key member of our administration team at Cadence, where she assists our clients with daily account maintenance and documentation presentation. She also directly assists Seth by scheduling client meetings, arranging various presentations, and the reporting of portfolio performance.
Having studied business at Douglas College, Donna became a fully licensed and CAIB designated Insurance Agent, where she was lead representative of her firm’s Personal and Commercial Lines divisions. After eleven years in the insurance industry, and needing a change of pace, Donna used her creative and entrepreneurial talents to own and operate a design company that specialized in new builds for many leading companies in the construction and housing industry. Her personable, enthusiastic demeanor and her innate ability to focus on the smallest details, regardless of budget, made her a sought-after designer within those industries.
In 2018, Donna joined the Cadence Financial Group, bringing over her organizational skills plus her knowledge and experience gained from working in a fast-paced, demanding industry, while catering to the individual, specific needs of each of our clients.
Donna has been with her spouse, Greg, since 1994; together they have three busy teenage daughters who are actively pursuing careers in acting and dancing. The joy of parenting has also paved the way for side careers as a very proactive wine connoisseur, a yoga enthusiast, and, for obvious reasons, a back door security guard! That said, while raising her daughters has been a blessing, it has certainly afforded Donna the ability to portray much strength, toughness and resilience within any situation, making her more than qualified to undertake challenges big or small. No matter the situation, Donna will find a resolution.