Mark McDonald
Job title: Advisor
Languages spoken: English
Area(s) served: Oakville, Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- Assessing your current financial situation,
- Setting achievable goals,
- Developing a realistic approach to meet those goals,
- Helping you work toward your goals and
- Helping you revise that approach as your needs change.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. If you'd like to talk more about this and why I think it's important, I'd be happy to any time. Just put a 'like' on this post or send me a direct message.
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. If you'd like to talk more about this and why I think it's important, I'd be happy to any time. Just put a 'like' on this post or send me a direct message.
How the U.S. election could impact the loonie and your investments | CBC News
For most of 2024 I've had clients asking me what I think will happen if Trump wins in November. And also what I think will happen if Harris wins. My answer is always this: no matter the outcome, there's a good chance there will be some short-term volatility shortly after the election. But that usually, if not always, dissipates quickly. If your portfolio has been built appropriately (i.e., with proper diversification and the amount of overall risk that's suitable to your tolerance and investor style), an election shouldn't have enough of an impact to affect your long-term strategy.
Canada's economy grows more than expected
Small boost to GDP unlikely to stop Bank of Canada from cutting interest rate in September, economist says