About
Welcome to Duffin Financial Services Inc.
When working with us, you can rest assured knowing you’re in capable hands. We 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.
Duffin Financial Services Inc.
Job Title: It all starts with great advice!
Phone: (905) 886-2200 x2222
Email: harold.duffin@sunlife.com
Address: 9050 Yonge Street, Suite 500, 5th Floor, Richmond Hill, ON, L4C 9S6 Canada
Harold Duffin
If you're striving for the best life has to offer and refuse to settle for less, take the next step and have a conversation with me as your Sun Life Financial advisor. I can help you enjoy today while being prepared for tomorrow with the insight, support and solutions to meet your needs and help build your financial strength.
Job Title: Financial Planner, Sun Life, CFP®, CLU
Phone: 905-886-2200 E xt 2222
Email: harold.duffin@sunlife.com
Fax: 905-886-1548
Address: Richmond Hill, Ontario
Matthew Chang
With over a decade of experience in the financial sector, I bring a comprehensive background in accounting and financial advisory to my role. My career began with 10 years as a Tax Manager, where I gained a deep understanding in personal and corporate taxes. I then expanded my horizons with 8 years as a Senior Financial Advisor at TD and Scotiabank, where I excelled in investment management and Client relationship development.
My diverse experience in both accounting and financial advisory enables me to bring tax strategies that help protect Client's wealth and help them reach their financial goals.
Job Title: Associate Advisor, Sun Life, BBA
Phone: 905-886-2200 E xt. 2704
Email: matthew.chang@sunlife.com
Fax: 905-886-1548
Address: Richmond Hill, Ontario
Karen Curtis
Job Title: Service Associate, Sun Life | Executive Administrative Assistant for Duffin Financial Services Inc.
Phone: 905-886-2200 E xt. 2212
Email: karen.curtis@sunlife.com
Fax: 905-886-1548
Address: Richmond Hill, Ontario
Dorothy Olaes
Job Title: Service Associate, Sun Life
Phone: 905-886-2200 E xt. 2301
Email: dorothy.olaes@sunlife.com
Fax: 905-886-1548
Address: Richmond Hill, Ontario
Alla Gertz
Job Title: Service Associate, Sun Life
Phone: (905) 886-2200 ext. 2386
Email: alla.gertz@sunlife.com
Fax: 905-886-1548
Address: Richmond Hill, Ontario
Zophia Zeng
Job Title: Service Associate, Sun Life
Phone: 905-886-2200 E xt. 2998
Email: zophia.z.zeng@sunlife.com
Fax: 905-886-1548
Address: Richmond Hill, Ontario
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