About Us

The Team:

Lillian Bain, Office Manager.  Vivian Chu, Employee Benefits.  Don Willner, Investments and Life Insurance. 

Don entered the investment and insurance industry in January, 1983.  Since then he has been helping individuals and families to achieve their financial goals, including college funding as well as retirement and estate planning.  Particular attention is paid to determining the right suitability of the investment of each individual client, no matter how big or small.

In 1998 he teamed up with Vivian Chu to to assist small businesses with their employee benefit and retirement plan needs.  The office manager, Lillian Bain, was added to the team in mid 2008.

Their history:

In 1998 a client of Don's referred a friend to him for investments, but asked to have someone help translate to Chinese.  Don asked around the office if anyone spoke Chinese, and was introduced to Vivian Chu.  From that initial meeting Don and Vivian have been working together ever since.  Just over a year later they were married.  It's the first marriage for both of them and they have no children.  Vivian claims that since she married Don she can't handle any more kids.

Don Is also a 2nd degree black belt and volunteers as a martial arts instructor.  He holds women's self defense seminars and donates 100% of the proceeds to charity (contact Don if you'd like more information). 

We