Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

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

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.

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

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