The O'Donnell Group Insurance & Financial Solutions Inc.
Area(s) served: Barrie, GTA, Muskoka
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
What Clients think
“When it was time to renew our mortgage, I’d remembered hearing Cindy O’Donnell talk about the advantages of purchasing your own insurance instead of mortgage insurance through the lender. We asked her to come by and tell us more. She was caring, listened and provided us with a wonderful alternative. Not only was it less expensive for a larger insurance amount than what we had been quoted by the bank, it provided better coverage and terms. And she made the process easy. Now that we’re close to renewing our mortgage again, we don’t have to worry about reapplying for insurance or having our premiums go up. If you’re looking for a caring insurance professional who has your best interests at heart, I’d highly recommend that you reach out to Cindy and her team at Sun Life."
- Ray and Debbie
“I have life insurance, extended health benefits and RRSP with Sunlife. Both Cindy and Brian are fantastic to work with, they are patient, informative and considerate. The process is quick and easy in comparison to other companies I have dealt with! I love the peace of mind of knowing that if something in life goes off course I am covered, and the fact that I can control my investments contributions with one quick email! Thank-you Brian and Cindy O'Donnell all you do and Thank-you Sunlife for having such great systems in place!”
- Stacey
"I received your card in the mail today. Thank you very much, it was a lovely gesture. It was very unexpected and nice, especially at this difficult time for me. You have been very kind and helpful during this time of transition and have given me one less thing to worry about. Thank you"
- Chris
"I have been working with Cindy and Brian as my Life and CI insurance advisors for many years now. I have had nothing but great service and advice whenever I needed to do a review or make changes. They have both provided options and advice on what I should consider so that I felt able to make the right decision for my family and myself. I have also referred Cindy and Brian to my own friends and clients and have nothing but great feedback on the service Cindy and Brian have provided. It is just a pleasure to have such a great team on my side!"
- Heather
Products and services
Looking at retirement
Family centric
Business owners
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
