About
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.
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Frances Helena Doherty
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
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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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