Mark Donnelly BBA, CFP, RRC, RFP

Senior Financial Consultant

As a senior financial consultant since 1994, I have applied the education from my business degree from Wilfrid Laurier University and the principals of Stephen Covey’s 7 Habits of Highly Effective People to my life and practice. This long term mindset and approach cultivates a motivated team, satisfied clients, and long term growth of the practice due to client retention. The philosophy also fosters client acquisition through introductions and reputation.