Donnelly Advisors Group Inc. is one of British Columbia's premiere independent financial planning firms.  Through our offices in Vancouver & Sidney, we are focused on providing Retirement Planning, Estate Planning, Investment advice, and Life & Health Insurance to our clients throughout Canada.

We take great pride in being independent and do not represent any one financial institution.  Instead, we represent our client's interests above all else and are free to recommend the most appropriate solutions to meet their needs.  

However, it is our belief that the various products we offer are not what differentiate us from our competitors.  Instead, we believe what sets us apart is our integrity, caring attitude and our "client first" philosophy. 

If you are looking for an advisor, or simply a second opinion, we would welcome your call.

John W. Donnelly, CSA, RFC, CDFA

John W. Donnelly is the Founder and President of Donnelly Advisors Group Inc & Concierge Family Office. He is a member of the Million Dollar Round Table and has devoted over 25 years to the Investment and Insurance services industry, including roles as manager, sales person, and training consultant, as well as moderator for many industry courses. During this time he has spoken at many industry meetings, and has assisted thousands of individuals with their investment decisions, whether they attended one of his many seminars or as his personal clients.

Over the last several years, John has initiated the development of several exciting concepts in the investment and insurance industry, including his many educational seminars.

David Mason, CLU, CFP, CHS, CIM

David joined Donnelly Advisors Group in 2005 after successfully earning a diploma in Finance from Camosun College. He has a passion for people and receives great satisfaction in helping them navigate the complex world of financial planning and ever-changing financial products.

He is committed to continuing education and maintaining the highest level of professionalism and competence as demonstrated by his outstanding achievements thus far in his career. He holds the Chartered Life Underwriter®, Certified Financial Planner®, Certified Health Insurance Specialist and Chartered Investment Manager® designations.

Richard Desroches, B.Com, GBA, HIA

Richard Desroches is the lead member of our Employee Benefits team.  As a consultant to Donnelly Advisors Group Inc., Richard ensures that our corporate clients receive maximum benefit from a properly designed employee benefit plan.  

Richard Desroches is a Licensed Insurance Agent and a member of Advocis, the Financial Advisors Association of Canada.  He has a Bachelor of Commerce degree from McMaster University of Hamilton, Ontario.