With over 40 years of wealth management experience, Bill has vast knowledge of the markets, an in-depth understanding of economic cycles and expertise in the various products and investment vehicles available. He maintains an extensive investment business with a high percentage of very long-term relationships with his clients and their families. Bill has also developed and taught several courses in investment and personal finance over the years.
We work together to achieve your goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Our team of experts
Wealth Advisor
English
Leveraging more than 15 years of experience in the Wealth Management Industry, Justin focuses on creating bespoke financial plans and wealth creation solutions that assist Acorn/Donnelly Financial Group's clients achieve their desired financial goals. Justin's extensive knowledge of financial strategies and ability to nurture long term relationships ensure clients receive unique value that is above and beyond industry peers.
Michele Bendall
Senior Wealth Associate
English
With more than 25 years in the investment industry, Michele’s primary focus is providing prompt and accurate account administrative service to not only meet our clients’ expectations but to exceed them. Michele has a unique ability to execute complex solutions for the practice, ensuring Acorn/Donnelly Financial Group's operations remain consistent. Her attention to detail and her quality of care makes certain our clients are well taken care of.
Aidan Stewart
Wealth Associate
English
Aidan is a Wealth Associate with a keen focus on client service and efficiently supporting administrative operations. He has completed the Canadian Securities Course and the Conduct and Practices Handbook Course with the Canadian Securities Institute, as well as other industry-related courses at the British Columbia Institute of Technology (BCIT). Aidan brings excellent communication and organizational skills, developed through his previous client-facing roles at the bank.
Our partners
Derek Cheung
Premium Banker
National
Bank of Canada
Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.
When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.
Manijeh Moieni
Senior Estate Planning Advisor2
National
Bank of Canada
Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.
