Mark R. McDonald Financial Services Inc.
Languages spoken: English
Area(s) served: Ontario, Manitoba
Let's work together
Our team works hard to meet your financial needs.
- Our advisors will build a personalized holistic plan to focus on achieving your lifetime goals of financial health and well-being.
- You can review our holistic planning approach on our Products & services page.
- Take comfort knowing that we will help you feel at ease with the planning process.
Contact our office to schedule a meeting and begin your plan today.
Client testimonials
"We have been clients of Sun Life through both business and personally for many years. Mark and Nadine have always provided us with exceptional customer service and knowledgeable sound advice specific to our needs. We highly recommend their services!"
- Don and Rita, Keystone Lock and Safe.
“Sometimes life takes unexpected turns. It was during these stressful times that both Mark and Nadine McDonald were there to help us navigate through critical illness and disability claims while taking time to sit down to review our long term financial goals. Their patience, professionalism, and guidance provided the confidence we needed to make solid financial decisions for our future. We are incredibly grateful for their excellent standard of service.”
- Shayne & Lois
“We have appreciated Mark & Nadine for their great personal and flexible customer service. They have taken the time to help us understand our insurance needs and provided the expertise to help in our financial planning both in our business and personally. Mark & Nadine have always been patient to answer questions we have had over the years."
- Mark & Angela Hiebert
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/mark.mcdonald
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/mark.mcdonald
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/