About
Dolly Sekhon
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.
Job title: Financial Planner, Sun Life, CFP®, CHS™, RIS
Languages spoken: English, Punjabi
Phone: (204) 781-6618
Email: dolly.sekhon@sunlife.com
Address: 37 Bitterfield Drive,, Winnipeg, MB, R2P 1P1 Canada
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 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.
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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.
Email: dolly.sekhon@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.