Mark McDonald - Advisor, Sun Life

Mark McDonald - Advisor, Sun Life I help people protect what's most important to them with sensible solutions in the areas of life, health, wealth, or group benefits. I am a Sun Life advisor.

To learn more about how I can help in these areas, please contact me at any time. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business throug

h Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased ...
05/07/2026

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://bit.ly/4d7IMv5

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations,...
05/01/2026

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let'...
04/30/2026

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://bit.ly/4ulRugl

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a pe...
04/23/2026

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!

Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk abou...
04/17/2026

Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.

https://bit.ly/4tr1sgA

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for a...
04/16/2026

Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-ef...
04/09/2026

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://bit.ly/4sZiphz

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you...
04/03/2026

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://bit.ly/47I8qVw

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let...
04/02/2026

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your .

Message me for details. https://bit.ly/4bXwJA4

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you....
03/26/2026

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://bit.ly/4dMAWch

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5420 North Service Road, Suite 401
Burlington, ON
L7L6C7

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