Sam Ivey H.B. Comm., MBA, RRC, CFP®
I hold a Master of Business Administration and an Honours Bachelor of Commerce from Laurentian University, bringing a strong business background to my role as a Financial Consultant. Since joining Donnelly Group Private Wealth Management, I've been dedicated to providing clients with the confidence to make informed financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional, I specialize in serving medical professionals, business owners, executives, and affluent families. I look forward to helping clients manage and protect their wealth through personalized financial planning and strategic advice.
Mentored by industry leaders Mark and Keith Donnelly, I am committed to delivering exceptional client service and making a positive impact. I continuously expand my knowledge to better serve my clients, ensuring they achieve their financial goals.
Together, we can achieve your financial goals and provide you with peace of mind.