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

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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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

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.

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Stay informed

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Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account

FHSA: Tax-Free First Home Savings Account

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...

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