We are committed to ensuring that our actions are aligned with our clients’ best interests. We deliver objective advice, without bias to any products or platforms – our only agenda is your success.
For over 25 years, we have listened to clients to better understand what they want their money to do and what keeps them up at night. This learning has helped us perfect the way we would work with you. We believe that it is our greatest strength — giving clients the attention they want and need.
“I have been working with Noonoo Pinsler Donato Family Wealth Management since 2014 and have been impressed with their competence not only with their wise and skillful placement of my money but also their extreme professionalism. They regularly reach out to me and provide insightful information to help improve my financial situation. I have been more than pleased with their service and would highly recommend them."
Nicole Laramee, Retiree
"In my experience, few wealth management groups are as unfailingly professional, courteous and responsive as Noonoo Pinsler Donato Family Wealth Management. They work extremely hard to serve their clients well and provide service and reporting that is precisely tailored to my needs as the leader of a family office."
Sloan Levett, President, Fuller Landau, Family Office
"It has been my privilege to be a client of the Noonoo Pinsler Donato Family Wealth Management for over 20 years. They have always acted with the utmost of integrity and with total attention to every aspect of my investment portfolio. I look forward to many more years of professional success and friendship with the group."
Gerald Sheiner, Chairman, Sheiner Group
“Noonoo Pinsler Donato Family Wealth Management have been our trusted advisors since 1998. After I sold my transport logistics company, they helped me invest the proceeds in a conservative portfolio, which they manage with a steady hand. Now that my wife and I are retired, we receive a reliable stream of income and they manage all the details. We can’t say enough about the top-notch service we receive. Special thanks to Anna-Maria.”
Larry and Estelle Boulet, Retirees from Victoria, BC
To us, placing clients first just makes sense.
When people have questions, we respond at their convenience, not ours. We don’t hide behind voicemail or assistants, so we’re there when they need us. And when they want to be involved we keep them involved, by spending time with them on the phone, at our office, or even at their home. In our world, you can never be too attentive. We strive to proactively communicate market turbulence and opportunity.