Donna Tolley

Location
Calgary, Alberta 

“Detail Donna”, as she is affectionately known, brings a keen eye to everything that crosses her desk. From invoices to PowerPoint slides, no detail is too small or obscure for her, which is something that colleagues and clients alike value greatly. 

Donna’s vast administrative experience spans almost 20 years with CWB Wealth and related firms. Since the fall of 2020, she’s been an integral team member of our Wellness at Work team, and helps ensure a smooth client experience for the Canadian companies that employ our Executive Financial Counsel, Financial Education, and Group Savings programs.