Casey Doner, CFP®, CLU®, is a dedicated financial planner who has been helping clients make confident financial decisions since joining our team in 2016. Born and raised in the Ottawa Valley, Casey brings a strong commitment to personalized, goal-focused financial planning for individuals and families at every stage of life.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriter® (CLU®), Casey specializes in retirement and estate planning, investment management, and taxation. He is also fully licensed in life insurance, enabling him to provide well-rounded advice that integrates both asset growth and risk management strategies for individuals, families, and business owners.
Casey works closely with clients to understand their full financial picture and provide guidance that reflects their goals, values, and long-term vision. He is known for delivering thoughtful, strategic advice rooted in professionalism, integrity, and a genuine desire to help others succeed.