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Donovan Advisory Group

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Donovan Advisory Group

Donovan Advisory group

The Donovan Advisory Group has a combined six decades of experience in the financial services industry. We establish long term relationships with clients, by providing high quality service, peace of mind and growth of a client's net worth over time.

We take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy.

With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community.

We offer more than just investment advice – by leveraging the expertise of our partners across the CIBC group of companies, we can provide you access to a full range of products and services that incorporates everything:

  • Charitable Giving
  • Investment Management
  • Tax Efficiency
  • Retirement and Estate Planning
  • Business Succession Planning
  • Family Needs
  • Banking and Credit Solutions

 

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Our Team

 
Donovan

Doran Donovan, B.Comm., MBA, CIM

Senior Wealth Advisor
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Kelsie

Jennifer Kelsie

Financial Associate
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Mitchell Doucette

Mitchell Doucette, B.Comm.

Associate Wealth Advisor
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Learn more

Contact us

Address

Donovan Advisory Group Address
1969 Upper Water Street, Tower Two
Suite 1801
Halifax, NS B3J 3R7
Telephone number: (902) 425-6900
Toll-free: 1 (800) 565-0601
Fax: (902) 429-8323

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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.