Donnelly Group Private Wealth Management - Sault Ste. Marie, Ontario

Sherry M.

Our team have always been professional, friendly, knowledgeable, and very efficient. Our team is honest with us and encourages a peace of mind overall.

Thank you for your ongoing commitment Keith, Carla, Levi & Gloria 😀

Sincerely,
Sherry & Brad M

Anna-Lisa C.

Keith has felt like a member of the Celli family for as long as I can remember growing up in the Sault and in the decades after leaving home. My parents held Keith in the highest regard. I always admired their special relationship. Keith and the Donnelly Group could always be counted on to provide exceptional service and knowledgeable financial guidance, but beyond that, to treat their clients with respect and compassion. I was blessed to receive the gifts of this enduring relationship during these years of estate planning and management with Carol Ann. I vividly recall the first time we met, together with my parents who resided at Collegiate Heights at the time, and how graciously Carol Ann treated my Mom and Dad. It was heartwarming. They were more than "just" clients. Years later, Carol Ann walked with me through challenging times of change and the eventual deaths of my beloved Dad, and most recently, my dear Mom. That special relationship, nurtured over the years gave me the priceless gifts of comfort and peace of mind, which have helped bring closure to this chapter of our lives in a way that honours my parents' beautiful legacy. I am so grateful my parents trusted the Donnelly team and would highly recommend their stellar services. You can be sure my parents are singing your praises from above! Thank you, Keith, Carol Ann and the rest of the Donnelly Group Family. You won't be forgotten!

Doug R.

The Donnellys and their team have been terrific. They have handled my families financial portfolio for years. They have always been professional and conscientious in all facets of the program. As we are now starting to draw against what they have helped to build, their planning and tax advice is extremely valuable. I have complete faith in their abilities, and know that our future is under control.

Kathy L.

Mark Donnelly and Sam Ivey are very knowledgeable and capable in handling our investments. They are always very thorough in explaining and patient with my questions. They care about their clients and are interested in our lives and well being. Highly recommend them both.

Jen A.

Donnelly Group Private Wealth Management, and especially Michelle, have been fantastic to work with. Michelle is incredibly responsive, always getting back to me quickly and addressing any concerns with clarity and care. I really appreciate how relatable she is, taking the time to understand my family's priorities and aligning financial strategies to support our goals. Her ability to balance financial impact with family life has made managing our wealth feel both seamless and personal. Highly recommend their services!

Aldo G.

I have had the pleasure of working with Keith and/or Levi for over 7 years. I have found them to be professional, knowledgeable and extremely responsive to my needs. In addition, the extensive available product base, along with the comprehensive platform/tools were very important in effectively planning my investment strategy as I retired.

Beth L.

The team at IG Private Wealth respond to our inquiries promptly. Marc and Sam keep us on track for achieving our investments goals. They are always friendly and professional. All transactions are carried out immediately upon our decisions with their advice.
I recommend this team to help manage your money.

Maria L.

My advisor and I have a very good relationship/friendship. I trust her knowledge and her great advice on how to keep a sound and well balanced portfolio! I enjoy the perks such as the comedy show and seminars they give to keep us informed! The food is good too!!