Don Proteau CFP®, CIM

Senior Financial Planner

For more than three decades, Don has been dedicated to helping his clients achieve their financial and life goals. Born and raised on Vancouver Island, Don attended the Sauder School of Business at the University of British Columbia graduating with a Bachelor of Commerce Degree in 1980. After two years in the commercial real estate industry, he decided financial planning was his vocation and joined a national firm in 1982. In 1987, he and his partners opened their own office in downtown Vancouver. Since then, working mainly by referral, Don has built his practice on earned trust and consistent service as his clients' lives evolve. Don now focuses his professional energy on providing ongoing financial wisdom to those transitioning into and then enjoying a fulfilling retirement. Don pursues life's adventures with his busy geologist wife, Kim and also enjoys playing ice hockey, pick-up basketball, long distance motorcycle trips and travelling.

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Josie Madunic CFP®, CPCA, BA

Financial Planner

Josie was born and raised in Vancouver, attended Notre Dame High School and graduated from the University of British Columbia in 1990 with a Bachelor of Arts (Psychology) degree. After traveling Europe for a year, Josie returned to Vancouver and worked in a variety of positions with increasing responsibility at a regional securities firm. After accepting an executive assistant position with Don in 2000, Josie became securities licensed in 2006, life licenced in 2009 and earned the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council in 2010. She subsequently went on to receive her Certified Professional Consultant on Aging (CPCA) designation in 2012. In 2013 Josie accepted a partnership in the Proteau Financial Group. Josie is in charge of client service and finds helping clients achieve their financial goals and desired lifestyle very satisfying. ________________________________________________________________________________________________

Susanna Ho

With her sunny disposition and impressive work ethic, Susanna provides the expertise to manage the detailed administrative workflow of our busy team. Born in Hong Kong and moving to Canada with her family at the age of six, Susanna enjoys the outdoor Vancouver lifestyle, especially walking and running. Joining our team in 2015 from a national financial firm, Susanna looks forward to helping Don and Josie's delivery of a comprehensive and satisfying experience to our clients.