Mark McDonald

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let’s connect

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.

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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 and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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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.

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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

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3 reasons to get life insurance in your 20s or 30s

Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what type of life insurance might be right for you.

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Office information

Oakville, ON

Phone:

(905) 337-0039 x2282

Email:

mark.r.mcdonald@sunlife.com

Address:

5420 North Service Road, Suite 401, Burlington, ON, L7L 6C7 Canada

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