Patrick MacDonald, CLU, CHS - Financial Planner, Sun Life

Patrick MacDonald, CLU, CHS - Financial Planner, Sun Life Helping you build and preserve lifelong financial security, with stress-free savings for the things we can control and peace of mind for the things we can't.

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

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with...
05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/4wtiNHx

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family...
05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/4tsGUDm

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on yo...
05/08/2026

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!

https://bit.ly/4dyHfzC

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/4uuCRY8

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve...
05/05/2026

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://bit.ly/4w7p77v

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/4vRgyNM

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see mor...
04/28/2026

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort.

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it...
04/24/2026

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://bit.ly/41TGUBc

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!

Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment wit...
04/21/2026

Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.

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44 Pitt Street , Suite 1
Cornwall, ON
K6J3P2

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 8pm
Friday 9am - 5pm

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