Dolly Sekhon

Job title: Financial Planner, Sun Life, CFP®, CHS™, RIS

Languages spoken: English, Punjabi

Area served: Winnipeg, Manitoba

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

Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

For individuals

Let’s establish goals, reach goals and protect what matters most to you - together.

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Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend.

What you get: An assessment of whether you’re saving enough to retire when and how you want.

Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.



What you get: An estimate of the amount of coverage you need to protect those who depend on you

Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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