Frances Helena Doherty
Job title: Financial Planner, Sun Life, CLU®, CHS™
Languages spoken: English, French, Slovenian
Area(s) served: Ontario
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Who we service
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Business owners general
Families
High net worth and affluent
Holistic financial planning
These days, it’s easy to get caught up in the day-to-day and not think about your financial future. I want you to feel confident in your future and stress-free about your finances. I believe that planning is key to avoiding financial hardships and reaching financial freedom.
When working together, I take the time to get to know you by listening to your needs and goals. Once I fully understand your unique situation, I can create your custom financial plan. My goal is to help you reach your goals while protecting what matters most to you.
My office is located in Kitchener, Ontario. I’m happy to service the Kitchener, Waterloo, Cambridge and surrounding area with in-person appointments. I also offer virtual appointments for Clients across Ontario. My services are available in English, French and Slovenian. Contact my office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Brighten lives with strategic giving
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/frances.doherty
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!