Web News

Introducing Donna Villeneuve, CFP

Congratulations to Donna on recently attaining her CFP (Certified Financial Planner) designation. Donna has spent the last 2 years completing the required 6 in-depth study courses and written a total of 24 hours of examinations required to earn this industry standard accreditation. Well done Donna!!!

Donna will now be working closer with Tim in reviewing portfolios, and ensuring client investment strategies and plans are in line with client goals and values.

“We bring a unique perspective to financial planning – one that puts our client’s values and goals first. It’s something I’m very excited about,” Donna says. “I’m looking forward to meeting with clients to help ensure their plans are in line with those goals.”

Back to Web News Index