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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
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.
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.
The O'Donnell group would like to wish all the beautiful mothers an amazing mothers day!
The O'Donnell group would like to wish all the beautiful mothers an amazing mothers day!
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
Life's full of unexpected turns. Protect your family with Sun Critical Illness Insurance and save on your first year. Get 3 months of premiums back for adults or 6 months for kids! Offer ends June 30. #FinancialSecurity #FamilyFirst
Certain terms and conditions may apply. Contact us for more information.
Certain terms and conditions may apply. Contact us for more information.
Life's full of unexpected turns. Protect your family with Sun Critical Illness Insurance and save on your first year. Get 3 months of premiums back for adults or 6 months for kids! Offer ends June 30. #FinancialSecurity #FamilyFirst
Certain terms and conditions may apply. Contact us for more information.
Certain terms and conditions may apply. Contact us for more information.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
2025 Bowl For Kids Sake - Big Brothers Big Sisters of Barrie & District
On March 27, 2025 Sun Life Northern Great Lakes District, is hosting a Big Brothers Big Sisters Bowl for Kids, help us join in on the fun by supporting a great cause. 100% of proceeds are donated. For more information please visit:
https://barrie.bigbrothersbigsisters.ca/event/2025-bowl-for-kids-sake/
https://barrie.bigbrothersbigsisters.ca/event/2025-bowl-for-kids-sake/
Estate and taxes: The essentials
This webinar will cover providing for the loved ones, the importance of beneficiary designations, and passing on your estate in a tax efficient manner.
Register now to save your spot!
This webinar will cover providing for the loved ones, the importance of beneficiary designations, and passing on your estate in a tax efficient manner.
Register now to save your spot!
Estate and taxes: The essentials
This webinar will cover providing for the loved ones, the importance of beneficiary designations, and passing on your estate in a tax efficient manner.
Register now to save your spot!
This webinar will cover providing for the loved ones, the importance of beneficiary designations, and passing on your estate in a tax efficient manner.
Register now to save your spot!
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Happy International Women’s Day from all of us to you! This year's theme is “Accelerate Action,” and we’d love to hear what that means to you.
Let’s recognize and utilize strategies and resources that positively impact Women's advancement so all will thrive!
Let’s recognize and utilize strategies and resources that positively impact Women's advancement so all will thrive!
Happy International Women’s Day from all of us to you! This year's theme is “Accelerate Action,” and we’d love to hear what that means to you.
Let’s recognize and utilize strategies and resources that positively impact Women's advancement so all will thrive!
Let’s recognize and utilize strategies and resources that positively impact Women's advancement so all will thrive!
The O’Donnell Group are excited to welcome Mary Sweet, Associate Advisor to our growing team!
Mary’s dedication to excellence aligns perfectly with our core principles-commitment, integrity, transparency, and values.
We look forward to achieving great success together.
Mary’s dedication to excellence aligns perfectly with our core principles-commitment, integrity, transparency, and values.
We look forward to achieving great success together.
The O’Donnell Group are excited to welcome Mary Sweet, Associate Advisor to our growing team!
Mary’s dedication to excellence aligns perfectly with our core principles-commitment, integrity, transparency, and values.
We look forward to achieving great success together.
Mary’s dedication to excellence aligns perfectly with our core principles-commitment, integrity, transparency, and values.
We look forward to achieving great success together.
The O’Donnell Group would like to welcome Tim Callaghan, Associate Advisor, and his Assistant Kim Callaghan to our team!
Tim and Kim’s years of experience and knowledge in the Financial Industry will be a tremendous asset to our organization.
Please wish them a warm welcome!
Tim and Kim’s years of experience and knowledge in the Financial Industry will be a tremendous asset to our organization.
Please wish them a warm welcome!
The O’Donnell Group would like to welcome Tim Callaghan, Associate Advisor, and his Assistant Kim Callaghan to our team!
Tim and Kim’s years of experience and knowledge in the Financial Industry will be a tremendous asset to our organization.
Please wish them a warm welcome!
Tim and Kim’s years of experience and knowledge in the Financial Industry will be a tremendous asset to our organization.
Please wish them a warm welcome!
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.