Tonia Donaldson, CFP
Financial Planner
Tonia has been part of the financial industry since 2015, bringing nearly a decade of experience and dedication to her role as a Financial Advisor, which she began in 2019. She joined Secura Financial Group in 2022, continuing her mission to empower individuals and families through personalized financial guidance.
Having entered the industry at a young age, Tonia experienced firsthand the value of sound financial advice during life’s pivotal moments. That early insight shaped her approach to advising; meeting clients where they are, whether they’re saving for a first home, navigating mid-life transitions, or planning for a fulfilling retirement. As a Certified Financial Planner (CFP®), Tonia combines technical expertise with a passion for helping others achieve their goals at every life stage.
On the personal side
Born and raised in Prince Edward County, Tonia now lives north of Belleville with her husband, Mike, and their three boys. Outside of work, she enjoys spending time with loved ones, diving into DIY projects, reading a good book, or unwinding with a true crime documentary.
Specializations
- Comprehensive financial planning
- Life insurance planning
- Living benefits
- Investment strategies
What Clients Are Saying
“I have found Tonia Donaldson an attentive, professional advisor. She has always listened to my concerns and considered my financial knowledge when developing plans for my investments. Tonia attends to matters in a timely manner and ensures that I am aware of how my portfolio is doing. I enjoy meeting with her when necessary and feel confident in my dealings with her.”
Susan R, Teacher
“Tonia is amazing at what she does. So knowledgeable, approachable, and easy to talk to. She takes the time to explain every detail and never makes you feel rushed or silly for asking questions. I truly trust her advice and feel lucky to work with her.”
Hillary W, Coordinator
“Tonia is the consummate professional. She has been an absolute gem in supporting our transition to retirement. She has brought a high degree of expertise, a relentless customer focus, and a smile to every interaction we have had with her over the past several years. Truly can’t imagine dealing with anyone else at this point.”
David L, Technical Architect
“Tonia has always been available, well researched, timely in her actions, and knowledgeable about our account. We enjoy meeting with her, and always come away with a sense that we have been heard and updated on our accounts.”
Rick S, Retiree
“We’ve trusted Tonia with our investments for years and highly recommend her. She’s proactive, thoughtful, and always looking for better ways to invest.”
Alana C, Human Resource Manager