What can we help you with?
Dan MacDonald
Financial Advisor*
Mutual Fund Investment Specialist**
Thank you for visiting our website. Here at MacDonald Insurance & Investments, we're always eager to assist you with all your insurance needs and questions. We provide various insurance products for all stages of life, and our friendly and dedicated team can customize a portfolio to meet your individual needs and the needs of your loved ones.
I live in West Prince with my wife, Krystal, and our children. I enjoy playing the guitar, golfing, watching my kid’s sports, camping and spending time with family.
I'm the Financial Advisor/owner of this agency and have represented Co-operators since 2011. I am licensed in PEI, Nova Scotia, New Brunswick and Alberta. I specialize in finance and investments and look forward to serving my clients for many years to come.
On behalf of myself and my team, I look forward to the opportunity to do business with you and to discuss the many ways we can provide tailored plans suited for your needs.
Location
Wellington Station
Email
Betty Jean Deagle
Client Support Representative
Betty Jean has been with Co-operators since 2023 and focuses on a professional and friendly approach to helping our clients with billing and administration needs. Betty Jean prides herself on being organized in her daily work and having a positive attitude.
In her spare time, she enjoys spending time with her family. You can usually find her on a PEI beach in the summer or at one of her two sons' sporting events.
Location
Woodstock
EmailBishop Bishop
Associate Insurance Advisor
Ashley is an Associate Insurance Advisor with four years of experience in the insurance industry, specializing in auto and travel insurance. New to Co-operators this year, she has been involved with servicing clients for their prospective needs, specifically in relation to auto and travel insurance. Ashley is always working to provide the coverage that best suits each individual. She looks forward to continuing to provide quality service to clients in our agency.
Ashley lives in Tignish and when she isn’t working, she enjoys spending time with her family and friends. You'll most likely find her at a rink, soccer field or campground with her kids!
Location
Wellington Station, Woodstock, Tignish
EmailDevon Forshner
Group Sales Specialist
Devon is an experienced HR and benefits advisor with over 15 years in the field. He joined Co-operators to champion local business owners. His proven success in designing and managing comprehensive employee benefits programs, most recently with clients across Atlantic Canada, will now be focused on delivering innovative and sustainable solutions that prioritize employee well-being within our community. Drawn to the Co-operators personalized client approach and commitment to local resilience – values he shares through his active family life and community involvement – Devon is eager to leverage his expertise to support the prosperity and well-being of our region.
Location
Wellington Station, Woodstock, Tignish
EmailHughie Handrahan
Client Contact Representative
Location
Wellington Station, Woodstock, Tignish
Email
Julie Cormier
Associate Financial Advisor
Julie has been with Co-operators for over 12 years. She has her general insurance licence for auto and home, as well as her life license for life insurance, critical illness, disability and travel insurance.
She loves to sit down with clients to review their policies and their needs.
She lives in the small community of Union Corner in Wellington with her common-law husband, bulldog and two cats. Her three daughters have now grown and left the nest. Julie enjoys spending time with family and friends and vacationing.
Location
Wellington Station, Woodstock, Tignish
EmailJyllisa Gaudet
Client Contact Representative*
Mutual Fund Investment Specialist**
Jyllisa has nearly a decade of experience in the finance and insurance industry, helping individuals and families navigate their financial journeys with confidence. She takes a strategic approach to investment planning, tailoring solutions to each client’s unique situation while keeping their short- and long-term goals in focus. Whether it’s planning for retirement or making informed investment decisions, Jyllisa strives to create a comfortable and educational experience for her clients.
A firm believer in goal setting – both personally and professionally – she is dedicated to continuous growth and helping her clients do the same.
Outside of work, Jyllisa enjoys spending quality time with her family. In the winter, you’ll often find them out on their side-by-side, while summers are spent boating and making the most of the warm weather.
Location
Wellington Station, Woodstock, Tignish
Email
Kali Bernard
Associate Insurance Advisor
Kali has been working in the insurance industry since 2016 and joined Co-operators in October 2022. She has her general insurance licence and works as our receptionist and with auto insurance. She loves exploring new places and adventures with her son.
Location
Woodstock
Email
Sheila Simmonds
Associate Insurance Advisor
Sheila has been with Co-operators for more than 30 years and, as office manager, she works with the Financial Advisor/owner to coach, lead, develop and sustain a high-performance team. She develops processes to comply with agency service guidelines and standards, participates and oversees the client review process, and bridges relationships between agency staff and clients.
In addition, Sheila has a general insurance licence for auto, home and business insurance. She specializes in our home insurance market and is working towards her Life and Accident & Sickness licensing.
Sheila resides in Summerside with her husband Jason and their cocker spaniel Charley. She has strong family roots in West Prince and enjoys her time meeting new clients in our Wellington, Mill River and Tignish offices.
Sheila loves to read, travel for concerts and takes in as many sporting events as she can, both locally and worldwide.
Location
Wellington Station, Woodstock
Email
Tammy Arsenault
Associate Financial Advisor
Tammy joined the Co-operators family in 2000 and can sell general insurance and life insurance, as well as Accident & Sickness. Her specialization and focus is to help those with their business insurance and farm insurance needs, as well as provide our life insurance suite of products. She enjoys a good laugh, pretzels and any vacation time with her husband and their two children.
Location
Wellington Station, Woodstock
Email
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.