About
Welcome! I’m dedicated to your success. Can’t wait to get to know you!
When working with me, you can rest assured knowing you’re in capable hands. I work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.
Frances Helena Doherty
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.
Job Title: Financial Planner, Sun Life, CLU®, CHS™
Languages spoken: English, French, Slovenian
Phone: (519) 240-9766
Email: frances.doherty@sunlife.com
Address: 257 Joseph Schoerg Crescent,, Kitchener, ON, N2P 2X8 Canada
Frances Helena Doherty
With over 35 years of experience in the financial industry, I can help you achieve your financial goals and dreams at every life stage. Building long-standing relationships with Clients has been the cornerstone of my business. I believe planning for today, prepares you for what tomorrow brings. I’m proud to hold the following designations:
- Certified Health Insurance Specialist (CHS™)
- Chartered Life Underwriter® (CLU®).
My husband, Dave, and I have three grown children. In my free time, I enjoy sports and travelling. I am active in my community and am proud to volunteer for the “100 Women Who Care Waterloo Region.”
Job Title: Financial Planner, Sun Life, CHS™, CLU®
Phone: 519-240-9766
Email: frances.doherty@sunlife.com
Address: Kitchener, ON
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.