Donna, one of six siblings, relocated with her family to Kamloops in 1972, where she grew up surrounded by the strong sense of community that continues to shape her today. She and Mark met at a young age and shared a vision of adventure, optimism, and a bright future together. While raising their two daughters, their trusted financial advisor and mentor eventually became their business partner, marking the beginning of an inspiring professional journey.

A lifelong traveler and outdoor enthusiast, Donna has explored the world while always cherishing time at the family’s lake house, where she enjoys paddleboarding, hiking, and cross-country skiing. Above all, Donna has invested deeply in her relationships with family and close friends, finding joy in connection, laughter, and shared experiences—often over a glass of wine in the Okanagan vineyards she loves to visit.