MARK DONNELLY

MARK DONNELLY

BBA,CFP, RRC, RFP CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with MARK DONNELLY

If you would like to request an appointment please complete your personal information below.

topics to discuss

Success!

Your appointment registration has been successfully sent!

About —

icon book and glasses

BE THERE, BE ON TIME, BE PREPARED, BE INVOLVED AND BE RESPECTFUL, these were words of influence and advice used by my father throughout his years as a high school principal, as he encouraged students to succeed. These same words have been a catalyst to achieving my goals and building strong relationships
Becoming a trusted advisor requires an openness and communication with clients that allows them to see that my life often parallels their own and I experience the same ups, downs, life transitions, worries and celebrations that they do.
I started my practice with Investors Group in 1994, shortly after obtaining an Honours Bachelor of Business from Wilfrid Laurier. I have achieved the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations and I am currently the only Registered Financial Planner (RFP) in Sault Ste Marie. My team is made up of 3 skilled professionals managing over $70 million for 350 clients*. I have a broad knowledge in many disciplines and render sound advice on retirement planning, estate planning, tax laws, insurance and risk management, cash flow and budgeting, with a proficiency in asset management.
In order to see that clients achieve their goals, dreams or ambitions I take on the role of advisor and guide. I listen to clients and utilize my knowledge, expertise and resources, to map out a plan and keep them on track while considering their unique circumstances.
*As of Dec 31 2015

Team —

Introducing IG Wealth Management

Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.

Associations and Community —

Community

Soccer Coach, Sault Youth Soccer League
2010 - Present
Soccer Coach, Northern Heights Soccer League
2010 - Present

general inquiries —

100 - 855 Queen St. East
Sault Ste Marie, ON P6A 2B3

Get Directions
Investors Group

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!