Our Office

About Us

Our office has over 20 years of experience dealing with investors. We combine outstanding customer service with broad industry knowledge to provide our clients the advice and service they deserve.

As a full service financial advisory practice, we have a wide variety of investment options to suit your needs, including stocks, bonds, preferred shares, GIC's, mutual funds, ETFs, closed-end mutual funds and many other securities.

Brendan Donahue, BCOMM, CIM, FMA, FCSI®

Senior Investment Advisor, Manulife Wealth Inc.
Insurance Agent, Manulife Wealth Insurance Services Inc.

brendan.donahue@manulifesecurities.ca

Brendan grew up in Invermere and after spending 13 years away from the Valley working and graduating from the University of Alberta’s Business Faculty, returned in 2004.This return marked the beginning of a succession plan to take over the former office of Bruce McLaughlin Financial.

Brendan began his career as a Financial Advisor in 2001, in Calgary, Alberta with HSBC Securities Inc. Since that time, he has earned the Canadian Investment Manager designation, the Financial Management Advisor designation, and is a proud member of the Fellow of the Canadian Securities Institute of Canada.

Brendan is actively engaged in the community as a member of the Lake Windermere District Lion’s Club, president of Columbia Valley Minor Hockey, president of the Columbia Valley Oldtimers Hockey Association and helps coach Little League and Minor Hockey.

Sara Worley, CIM®, FCSI®

Investment Advisor, Manulife Wealth Inc.
Insurance Agent, Manulife Wealth Insurance Services Inc.

sara.worley@manulifesecurities.ca

Sara grew up near Trail, BC and moved to Invermere in 2002. After 5 years in the banking sector, she joined Invermere Manulife Wealth Inc. in 2007. Sara has co-owned the office with Brendan Donahue since 2010.

Over the years, Sara earned the Chartered Investment Manager CIM® designation and is a member of the Fellow of The Canadian Securities Institute of Canada (FCSI).

Sara's time away from the office is mostly spent with her young family. Together they enjoy camping, cross-country skiing and exploring the mountains on foot or two wheels, and quiet days on their small acreage in Windermere.

Holly Jones, BA

Investment Associate, Manulife Wealth Inc.
Insurance Agent, Manulife Wealth Insurance Services Inc.

holly.jones@manulifesecurities.ca

Holly grew up in Invermere, and upon graduation from high school, moved to Calgary to attend the University of Calgary. She earned a Bachelor of Arts in Communications.

Holly moved back to Invermere in 2009, and in 2012, joined the Manulife Wealth Inc. Invermere office. Since 2012, she has completed her Canadian Insurance Course and Canadian Securities Course.

Holly enjoys all that the Columbia Valley has to offer, especially curling at the Invermere & District Curling Centre and skiing at Panorama Mountain Village in the winter as well as hiking and exploring the mountains on horseback in the summer.

Michelle Johnson

Administrative Assistant, Manulife Wealth Inc.

michelle.johnson@manulifesecurities.ca

Michelle grew up in Chase, BC and moved to Invermere in 2005.

After 12 years in the retail sector, Michelle joined Manulife Wealth Inc. in 2018.

Michelle keeps busy with her young family. She enjoys relaxing with her family including camping and hunting. She also loves to bake sweets - her specialty being cupcakes!