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.
John Donnelly facilitates numerous seminars and workshops every year and has been a guest speaker on the Garth Turner weekly investment television program. The testimonials John receives refer to his ability to help people better understand their investments, his caring attitude throughout the planning process, and his dedicated follow up. His seminars and workshops are tailored to suit the specific audience in the areas of investments, insurance and retirement planning.
Donnelly Advisors Group Inc. is one of Canada's respected Investment, Insurance and Retirement Planning firms.
John's Personal Achievements
-
Life Underwriters Association Training Course Graduate
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Agency Management Training Course Graduate
- Hartford School of Management Graduate
- MLI Business Insurance Course Graduate
- Past President Peterborough Life Underwriters Association
- Million Dollar Round Table Producer
- National Quality Award Recipient
- Speaker at Industry Meetings
- Training Consultant
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Member of Advocis
- Past President of The Sunrise Rotary Club
- Plura Hills United Church Past President
- University College of the Cariboo, Foundation Past Chairman
- Life Underwriters Association Training Course Moderator
- Agency Management Training Course Moderator
- Manager of the Year
- National Agency Builder
