Our team

When working with us, you can rest assured knowing you’re in capable hands. Our dedicated family team uses up-to-date technology to efficiently help you plan successfully towards achieving financial security and peace of mind.


Our planning process includes reviewing your current financial situation, setting financial goals, and developing strategies to achieve these. We'll meet regularly to assess and adapt your plan as your needs evolve.

Mark R. McDonald Financial Services Inc.

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.

Languages spoken: English

Phone: (807) 548-9904

Email: mcdonald.fin.serv.inc@sunlife.com

Fax: (807) 548-9913

Address: 143 McDonald Road,, Kenora, ON, P9N 0C2 Canada

Mark McDonald

As the name would imply, I am the founder of Mark R. McDonald Financial Services Inc. My focus is helping Clients feel comfortable with the planning process. I enjoy helping Clients plan successfully towards achieving financial security and peace of mind. By looking at the whole picture, I can help Clients create a flexible plan that is sustainable throughout their lifetime.  

With over 25 years of experience in the financial industry, I focus on working with:

  • young families who are wanting financial protection and the ability to retire with confidence,
  • individuals close to and entering retirement who would like to minimize taxes throughout retirement and at death, and
  • business owners who are looking to minimize the taxes they pay and maximize their tax-efficient profits

I am knowledgeable, approachable, enthusiastic, and driven. Most importantly, I built my business on trust. Client referrals continues to be the cornerstone of my business model. 

I grew up in Kenora and attended the University of Manitoba where I met my wife and partner. We spent a few years in southern Ontario before making the decision to make a permanent move back home to Kenora where we have raised our three wonderful daughters. I spend my free time on the lake in the summer, or, sledding and skiing in the winter.

Job Title: Advisor, Sun Life

Phone: (807) 548-9904

Email: mark.mcdonald@sunlife.com

Fax: (807) 548-9913

Nadine McDonald

With a background and passion in human resources management, I’m committed to working with Clients throughout their financial education. I enjoy the fast pace, daily Client interactions, and the ever-evolving industry. Holding high standards of Client service and efficiency is something that is important to me.

Although it seems that I have always been a part of Mark’s business, my role has evolved over the years. Currently I am embracing the role of associate advisor. Supporting and encouraging Clients in working towards achieving their own goals and objectives is an immeasurable source of fulfillment.

Although I did grow up and attend post secondary school in Winnipeg, Kenora is truly home to me now. During any spare time, you’ll find me reading, cooking, cross-country skiing or curling, and boating in the summer. Spending time with Mark (outside of work!) and our daughters (and “bonus” kids!) continues to be a source of joy.

Job Title: Associate Advisor, Sun Life

Phone: (807) 548-9904

Email: nadine.mcdonald@sunlife.com

Fax: (807) 548-9913

Max Baldam

With experience as a group benefits advisor and studying finance at Red River College, I am passionate working with Clients to create fluid strategies that change at the same pace life changes. I value the peace of mind that planning provides to Clients. I strive to ensure all Clients feel comfortable with their financial roadmap.

I have joined the organization as an associate advisor, working directly alongside Mark. I’m soaking in Mark’s years of experience so I may provide creative, effective, and helpful strategies for Clients. My goal in joining this firm is to embody the values they established over the last 25 years.

Alongside the new role, I am also new to the town of Kenora. I feel excited to experience everything it has to offer! In my spare time, you may find me at the local golf course or on the lake!

Job Title: Associate Advisor, Sun Life

Phone: (807) 548-9904

Email: maxwell.baldam@sunlife.com

Fax: (807) 548-9913

Angèle McDonald

Being passionate in Client service and administration, I joined the team in June 2017 as an Advisor Assistant. During that time, I earned a college certificate in Office Administration, my Life Insurance License (LLQP), and my Mutual Funds License (CIFC). In January 2023, my role shifted to a Service Associate.

I am proud to be part of a modern-facing industry that continues to grow, develop, and evolve. As one of the first points of contact at our office, my focus is to deliver an exceptional experience. I do this by providing efficiency in addressing your needs. Please contact me if you are looking to schedule a meeting or if you have any general inquiry.

In my spare time, I enjoy participating in sports including curling, volleyball, golf, and soccer.

Job Title: Service Associate, Sun Life

Phone: (807) 548-9904

Email: angele.mcdonald@sunlife.com

Josée McDonald

Given my background and as the team’s administrative assistant, I am passionate on what it means to create a personable and high-quality Client service experience.

I am a Red River College alumni with a Business Administration Diploma, major in Marketing. Prior to joining the team in 2023, I enjoyed several years working in marketing and management proficiency. 

I find fulfilment in forming authentic connections, building relationships with a team, and exceeding Client expectations at every opportunity. I take pride in working alongside family and enjoy the unique lens and impact this brings when engaging Clients. As one of the first points of contact, I look forward to prioritizing your experience while working with us. 

When I’m not in the office you might find me playing music, enjoying yoga, or dabbling in artwork.

Job Title: Advisor Assistant, Sun Life

Phone: (807) 548-9904

Email: josee.mcdonald@sunlife.com

Fax: (807) 548-9913

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.