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
Learn more
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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#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.