Helena Donaldson

Helena has brought decades of experience in wealth management to David Miner & Associates. The combination of her listening skills, quick wit and charm have allowed her to break down barriers, hone in on client needs and develop simple, pragmatic solutions to help clients achieve their financial goals.  

Helena began her career in the financial services sector as an insurance agent (‘Rookie of the Year’ honours) with Sun Life Canada in 1979. During the ‘80s she joined the Investment Centre to incorporate mutual funds into her practice and became a top-15 advisor during her time with them.   

Helena spent many wonderful years as an advisor on Main Street in Milton with FundTrade (later FundEx), also acting as a strong role model to her four fantastic kids (now adults with kids themselves!). During this time, she also furthered her education by completing her CLU, CHFC & CFP designations and volunteered with both the United Way and the Martindale Gardens Retirement Residence.

After spending several fun-filled years with her marvelous partner in Guelph, Helena has landed in Bronte, a very scenic area of Oakville, where everything she desires can be found within walking distance. Her journey with David Miner & Associates has been marked by unwavering support and insightful contributions, and as she moves into retirement, Helena now has more time to indulge in her passions: playing golf, traveling, and reading for pleasure.