Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
In his 15th year in the investment and finance industry, Justin Donnelly focuses on creating written financial plans and sophisticated wealth solutions to assist Acorn Financial Group’s clients in achieving their desired goals.
He is responsible for new business development, where he has been successful in exceeding targets for the practice and firm. His extensive knowledge of financial strategies and natural ability to develop trustworthy, long-lasting relationships, ensure that clients receive unique value above and beyond their industry peers.
209-1455 Bellevue Ave., West Vancouver, BC, V7T 1C3
778 280 4025
justin.donnelly@nbc.ca
linkedin.com/in/justin-donnelly-9a648b198
nbfwm.ca/advisor/acorn-financial-group.html
Justin Donnelly
Wealth Advisor
National Bank Financial Wealth Management
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2010
2011
2013
2015
2015–present
Started as a Customer Service Representative
2010
Promoted to Financial Service Manager
2011
Promoted to Small Business Banker role
2013
Received his license and became a Financial Planner
2015
Since 2015, has been an advisor for top firms in Canada
Top performer in revenue and net new assets
2015–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Milestones
ELITE WOMEN 2024 JUDGE