Donnelly Advisors Group Inc. is an independent wealth planning firm located in Sidney, British Columbia providing life insurance, estate, philanthropic, retirement and succession planning advice to established business owners, professionals & self-employed individuals. We work collaboratively with other trusted advisors to reduce complexity and deliver sophisticated yet straightforward solutions to reduce tax, preserve capital and enhance legacies. Senior Advisor is John W. Donnelly with over 40 years experience helping people like you.
External link for Donnelly Advisors Group
2537 Beacon Ave
Sidney, British Columbia V8L IY3, CA
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President DAG Inc. / Legacy, Financial, & Wealth Strategist / Wealth Transfer / Family Meeting Facilitator / Speaker
MESSI - A PLAYER of his stature owes it to kids everywhere to show up ! Bobby Orr and all other athletes show up - Tom Brady - Scotty Scheffler - even Tiger - this guy needs to be taught a lesson - it is not time to be a nice Canadian!
President DAG Inc. / Legacy, Financial, & Wealth Strategist / Wealth Transfer / Family Meeting Facilitator / Speaker
DID YOU PAY TAXES THIS YEAR? $$$$$$$$ WHY? ????????? OUR ZERO TAX PLANNING STRATEGIES CAN HELP CHANGE THAT! !!!!!!!!! CALL OR EMAIL US NOW FOR A DISCUSSION ON HOW WE CAN HELP YOU [email protected] 1-855-605-6933
Donnelly Advisors Group reposted this
President DAG Inc. / Legacy, Financial, & Wealth Strategist / Wealth Transfer / Family Meeting Facilitator / Speaker
Donnelly Advisors Group reposted this
President DAG Inc. / Legacy, Financial, & Wealth Strategist / Wealth Transfer / Family Meeting Facilitator / Speaker
This is so true!
Donnelly Advisors Group reposted this
President DAG Inc. / Legacy, Financial, & Wealth Strategist / Wealth Transfer / Family Meeting Facilitator / Speaker
Many others will be happy and blessed you did!
🎉✨ Happy New Year from all of us at Donnelly Advisors Group! ✨🎉 As we step into 2024, we wish you prosperity, joy, and financial well-being. May this year bring you closer to your financial goals and dreams. Cheers to a new year of possibilities and success! #donnellyadvisors #happynew2024 #FinancialWisdom #prosperity #yyjplanner #canadafinances
Rethink Boxing Day Spending - Choose to Save & Invest! 💰 Before diving into Boxing Day sales, consider a different approach this year: 🌱Save for Security: Build a safety net for the unexpected. 🌱Invest for Growth: Turn your savings into future gains. Remember, the best deals aren't always in the store; they're in the smart financial choices we make. #donellyadvisorsgroup #BoxingDay #saveandinvest #financialgoals #smartspending
This festive season, we wish you and your loved ones a time filled with joy, peace, and prosperity. 🎄May the holiday spirit bring warmth and happiness to your homes and pave the way for a New Year brimming with new opportunities and financial well-being. 💰 Let's raise a toast to past achievements and future aspirations. Here's to a 2024 filled with success, health, and abundant wealth! 💫 #donnellyadvisorsgroup #financialplanning #wealthmanagement #wealthcanada #canadafinances #seasonsgreetings2023
Don't navigate your finances driven by fear or greed. Let a skilled strategist be your guide. John brings more than 40 years of financial planning experience to the table. Schedule a consultation with John today and get a FREE copy of his book 'Roadworthy'! 📧 [email protected] 📞 Direct: 604.605.6933 | Toll-Free: 855.605.6933 🌐 Visit: www.donnellyadvisors.com #donnellyadvisorsgroup #yyjbusiness #yyjplanner #financialplanning #financialplanner #wealthmanagement #financialfreedom #victoriabcfinance #victoriabcwealth #victoriabc #britishcolumbia #canadabusiness #canadafinance
Is the increase in variable interest rates on your home equity loan negatively impacting your cash flow? Here's how a Reverse Mortgage may help: ✅ Keep Your Home: Live in your home and enjoy its value. ✅ Stress-Free Finance: Unlock up to 55% of your home's value, tax-free, with no need to pay it back right away. ✅ Enjoy Your Retirement: Cash from a reverse mortgage is tax-free and does not impact your CPP or OAS benefits. No monthly loan payments – just a comfortable, worry-free retirement! Contact me today and let's talk about how a Reverse Mortgage can help you get through this recession. ➡ [email protected] ➡Direct 604.605.6933 | Toll-Free 855.605.6933 Image Credit: HomeEquity Bank #donnellyadvisorsgroup #retirementincome #homeequity #reversemortgage #canadamortgages