For more than three decades, Don has been dedicated to helping his clients achieve their financial and life goals. In addition to his regular practice, Don’s team offers a special Emeritus Retirement Service for retiring UBC faculty.
Born and raised on Vancouver Island, Don attended the Sauder School of Business at the University of British Columbia graduating with a Bachelor of Commerce Degree in 1980. After two years in the commercial real estate industry, he decided financial planning was his vocation and joined a national firm in 1982. In 1987, he and his partners opened their own office in downtown Vancouver. Since then, working mainly by referral, Don has built his practice on earned trust and consistent service as his clients’ lives evolve. With his busy geologist wife, Kim, he pursues life adventures. Recreational activities also include long distance rides on his BMW motorcycle, playing hockey, skiing and the occasional game of golf.
For more than three decades, Don has been dedicated to helping his clients achieve their financial and life goals. In addition to his regular practice, Don’s team offers a special Emeritus Retirement Service for retiring UBC faculty.
Born and raised on Vancouver Island, Don attended the Sauder School of Business at the University of British Columbia graduating with a Bachelor of Commerce Degree in 1980. After two years in the commercial real estate industry, he decided financial planning was his vocation and joined a national firm in 1982. In 1987, he and his partners opened their own office in downtown Vancouver. Since then, working mainly by referral, Don has built his practice on earned trust and consistent service as his clients’ lives evolve. With his busy geologist wife, Kim, he pursues life adventures. Recreational activities also include long distance rides on his BMW motorcycle, playing hockey, skiing and the occasional game of golf.
Josie was born and raised in Vancouver, attended Notre Dame High School and graduated from the University of British Columbia in 1990 with a Bachelor of Arts (Psychology) degree. After traveling Europe for a year, Josie returned to Vancouver and worked in a variety of positions with increasing responsibility at a regional securities firm. After accepting an executive assistant position with Don in 2000, Josie became securities licensed in 2006, life licenced in 2009 and earned the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council in 2010. She subsequently went on to receive her Certified Professional Consultant on Aging (CPCA) designation in 2012. In 2013 Josie accepted a partnership in the Proteau Financial Group. Josie is in charge of client service and finds helping clients achieve their financial goals and desired lifestyle very satisfying.
With her sunny disposition and impressive work ethic, Susanna provides the expertise to manage the detailed administrative workflow of our busy team. Born in Hong Kong and moving to Canada with her family at six, Susanna enjoys the outdoor Vancouver lifestyle, especially walking and running. A valued member of our team for over six years, Susanna looks forward to helping Don and Josie deliver the comprehensive PermaWealth experience to our clients.