Dolly Sekhon
Job title: Financial Planner, Sun Life, CFP®, CHS™, QAFP®, RIS
Languages spoken: English
Area(s) served: Winnipeg, Manitoba
Trustworthy advice you can count on
Let’s work together
As a wife, mother and business owner, I understand what it's like to have many priorities all at once. I know you live a busy life and that is why when we work together, I value your time. It is all about you and what you need.
My goal is to help you develop a plan that considers all your priorities. I do this by really listening to what you are saying and also what you are not saying. My focus includes:
- helping families and businesses build a strong financial plan,
- maximizing your cash flow now and into the future and
- creating a personalized plan that meets your specific needs
.
Whatever stage of life you are in, I want to help. Let's connect to understand your dreams and goals to get there. Contact my office to get started with developing a strategy to help you reach lifetime financial security.
What you can expect
Whether we are arranging where and when we meet or finding the products and services that make best sense for you, I’m flexible. I do not stick to a standard 9 a.m. - 5 p.m. schedule so that I can be available when your schedule allows. When we first start working together, I will begin by getting to know:
- you,
- your financial background and
- your goals.
During this time, I’ll explain how I work, the tools I use and answer any questions you may have. I want you to walk away from our initial meeting knowing you can trust me.
Once we are on the same page, I will create action items for us to achieve as a team. Based on your needs/wants, we will address the pain points that you currently deal with. People do not always know what they don’t know. That’s why I’m here, in your corner, to help you learn and make progress towards your financial dreams.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Client testimonial
"I have been a client of Dolly’s for over nine years, over which time our relationship has grown on pace with the growth of my family, wealth and sense of security.
It has not been smooth sailing. In 2020, I lost my job. Dolly did not only drop everything and make me her first priority, with deft agility we shifted from my financial objective of ‘slow and sustained growth’ to ‘tax planning for and investing a large severance payment’ and ‘sustaining my family until I found another great job.’ Dolly went beyond the role of financial advisor – helping with my job search and pumping my tires when I needed it most.
By nature, I am suspicious of the finance industry; I have not made Dolly’s job easy. She is continuously working to demonstrate her capacity, knowledge and skills. As a result, my wife and I have had good results and are trending to an early and comfortable retirement. I wish the same for you and your family.
I strongly encourage you to consider Dolly to manage your investments and financial plan. She is collaborative, results oriented, mindful of my values, and considers my risk appetite appropriately." - M.M.
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