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Frances Helena Doherty
Job title: Financial Planner, Sun Life, CLU®, CHS™
Languages spoken: English, French, Slovenian
Area(s) served: Ontario
Trustworthy advice you can count on
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.
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Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Seven taxes on investments you need to know about
![Retirement savings calculator](https://hsl-pnw-downloadable-files.s3.amazonaws.com/1485/168e0f992c0d4fad9d3d8ff3b7914e43.jpg)
Retirement savings calculator
![FHSA: Tax-Free First Home Savings Account](https://hsl-pnw-downloadable-files.s3.amazonaws.com/1485/9b399a435bae40a2bbffcba9ef70bada.jpg)