About

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.

When it comes to planning for your financial future, you want to work with someone you can trust. I have been an advisor since 1994. The Clients I work with are made up of business owners, professionals and families. Several of the families are now third generation Clients. As a CERTIFIED FINANCIAL PLANNER® (CFP®), I provide solutions from basic needs to more complex financial planning issues. Balancing family and work has always been important to me. Having my wife and son join my team has been an added pleasure. Together we bring Clients a trusted professional experience.

Mark specializes in working with professionals and young families, helping them navigate their personal finances in a simple, easy to understand way. Having a young family of his own, Mark understands the importance enjoying today while also planning for the future. His educational approach helps improve client’s financial literacy and allows them to make better decision financially for themselves and their families.

Mark worked as an independent advisor for 4 years prior to forming The O’Donnell Group with his parents in 2021. The forming of The O’Donnell Group gives clients peace of mind by having a known succession plan and ensuring they will continue to be serviced by someone they know and trust.

Mark holds his CERTIFIED FINANCIAL PLANNER® (CFP) designation which gives him the knowledge, skills, and experience to help his clients understand their financial situation and make informed financial decisions. Mark has a passion for the industry and was recently a CFP Mock Exam Writer for the upcoming CFP exam, providing the regulators with feedback on the questions for upcoming exams.

Away from the office, Mark enjoys spending time outdoors with his family and training for his next triathlon. After completing two marathons in 2022, he transitioned to the sport of triathlon and completed his first half-ironman in Mont-Tremblant in the summer of 2023. 

I started in the business as a Sun Life Long Term Care Insurance Specialist. With my professional designation as a Certified Health Insurance Specialist, I know the financial and emotional burdens families and business owners face when a health event happens. I will work with Clients to make sure they are prepared for the unexpected.

With over 12 years of experience in the Insurance and Financial services industry, Mary has earned a stellar reputation for her experience, professionalism, and unwavering dedication to Clients. As she embarks on a new journey with The O'Donnell Group Insurance & Financial Solutions Inc., as Associate Advisor, Mary brings a wealth of knowledge and a passion for helping individuals and families achieve their financial goals.

Her Client-centric approach helps ensure that each financial strategy is tailored to meet the unique needs and aspirations of Clients. Over the years, she has successfully guided numerous Clients and empowered them to make informed decisions and secure their financial futures.

Mary is known for her exceptional ability to build strong, lasting relationships with Clients. Her commitment to transparency, integrity, and excellence has made her a trusted Associate Advisor and a valuable asset to her new team at The O'Donnell Group Insurance & Financial Solutions Inc.

Outside of her professional life, Mary enjoys spending time with her family, and friends and volunteering in her community. She is passionate about giving back and believes in the importance of financial literacy and empowerment for all.

I began my journey with Sun Life as an independent advisor in 2009 and joined this vibrant team in March 2025. My mission is to help you achieve your financial goals by utilizing both investment and protection strategies. Together, we can create an investment portfolio tailored to your unique risk tolerance and objectives. I also prioritize safeguarding your family from financial challenges by implementing protection strategies such as life, disability, and critical illness insurance where needed. Let’s collaborate to help ensure your most valuable asset—your family—is well protected!

I take pride in helping Clients with friendly and efficient service. I joined the team in January 2022 as an office administrator. I enjoy working with a wonderful team everyday. I bring experience in banking and medical administration. I am here to assist you with all your administrative needs.

I joined the team in November 2024 and bring over 20 years of experience as a law clerk to my role as advisor assistant. I have a passion for administration and strive to make the team as efficient as possible to best serve Clients. I’m proud to be part of this outstanding team. Outside work, I enjoy spending time with my son and family.

I am so excited to be apart of such a great team with amazing Clients. With previous experience in a financial administration role I strive for building connections with Clients and providing the best service. When I'm not in the office you can find me outdoors or spending time with my family.

For all appointments or administration needs please feel free to contact me.