Dolly Sekhon
Job title: Financial Planner, Sun Life, CFP®, CHS™, CLU®, RIS
Languages spoken: English
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
Health insurance products
Life insurance products
Tools and calculators
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
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.