Millennial money expert has 5 tips for anyone who feels financially 'inadequate' financialpost.com/wealth/smart-m…

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👶Adding a new one to the family is such a joyous time! It’s also a good reminder to review your insurance needs. With a new baby comes new expenses and responsibilities. Make sure your newborn will be covered from the start with the right insurance plan. Let’s connect.

Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together. #WealthProtection #FinancialRoadmap

Contact us today to review your RRSP contribution. We care about you and your future.

How can you get ahead of a potential disability? 1. Health and life insurance 2. Emergency savings 3. An advisor who knows your goals Reach out and let’s create a plan that you feel confident about.

Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.

Happy Valentines Day! From, The O'Donnell Group

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.

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!

Did you know you can claim some of your family’s health expenses and your health insurance premiums on your tax return? Take a look at this article to learn how. sunlife.ca/en/health/pers…

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.

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!

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!

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: barrie.bigbrothersbigsisters.ca/event/2025-bow…

It may be April Fool’s Day, but there’s no fooling around over here! At Sun Life, we're serious about your financial future 365 days a year. Transcript: Your finances can’t be fooled.

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.

This Mother’s Day, consider the gift of financial security. Every little bit counts when you’re preparing for retirement. Transcript: Take one thing off mom’s plate

The O'Donnell group would like to wish all the beautiful mothers an amazing mothers day!

Let’s work together so you can feel confident in your savings when it comes time to retire. Transcript: Did you know? Canadian women retire 30% less wealthy than men*. *Mercer