Thomas Donnelly, CFP

Vice-President & Investment Advisor

613-566-7517 | Email me
613-566-7600 | Connect
1-800-461-1958

Since entering the investment industry in 1998, Thom has been offering his clients financial peace of mind through a customized and holistic wealth management strategy designed specifically for their lifestyle. In addition to creating an optimal asset mix, Thom provides comprehensive services in financial planning, retirement planning, wills and estates advice, insurance reviews and income maximization.
 
Thom believes in developing a trust with his clients that can only be achieved through a disciplined, consistent approach to investing that is based on sound fundamentals which are anchored to the needs identified in each client’s financial plan.
 
On a personal note, Thom and his wife Darlene are kept busy with their twin daughters Grace and Sarah. He also volunteers his time by working with the United Way in Ottawa and keeps healthy by cycling, golfing and skiing.

Caitlin Cogan

Associate

613-566-7560 | Email me
613-566-7600 | Connect
1-800-461-1958

An Ottawa native, Caitlin studied both the Bachelor of Health Sciences and Bachelor of Science in Nursing at the University of Ottawa before joining the Financial Services Industry as a Wealth Advisor and Registered Insurance Representative in 2003.

With a solid understanding of wealth management principles, her strong integrity, and compassionate approach to client service, Caitlin joined RBC Dominion Securities in early 2014 as a valuable member of The Donnelly Wealth Management Team.

Caitlin helps navigate clients through the Wealth Management Process with a focus on developing long term client relationships centered around the team’s approach to exceptional investment and wealth management advice.

Caitlin is a proud supporter of several charitable organizations in the community and in her time away from the office, she is an avid golfer, enjoys traveling, and spending time with her family.