Our goal is simple: fostering life-long relationships with Clients by providing the best advice for your unique needs. Getting to know Clients on a deeper level is a passion of ours. We are immensely proud of the Client-focused environment we’ve fostered here since the turn of the century and want you to feel that love and support as soon as you meet with us. Check out our bios for a quick glimpse into who we are and let us know when you’re ready to take the next step together.
Trust. Leadership. Loyalty. Your Goals are our Goals!
Pomeroy Financial Solutions Inc.
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.
Languages spoken: English
Phone: (613) 545-9660 x2218
Email: matt.pomeroy@sunlife.com
Address: City Place 1 Suite 101, 1471 John Counter Blvd, Kingston, ON, K7M 8S8 Canada
Matt Pomeroy
I have been helping Canadian's with Financial advice and solutions for over 25 years. As a Financial Planner I am proud to share that Pomeroy Financial Solutions Inc. has helped countless Clients reach financial freedom. Aside from yourself and your immediate family, there is likely no one else who will care more about your financial success than we will.
I have achieved the Chartered Life Underwriter (CLU™), Certified Health Insurance Specialist designation (CHS™), as well as a Bachelor of Science degree from the University of Waterloo (B.Sc). These designations, my experience and devotion to this work give me the experience needed to help you.
My family is very important to me. I also enjoy getting involved with many community activities. When I’m not working, you’ll often find me outside taking advantage of all that our great country has to offer.
Job Title: Advisor, Sun Life, B.Sc., CHS™, CLU®
Phone: (613) 545-9660 ext. 2218
Email: matt.pomeroy@sunlife.com
Address: Kingston, ON
Christine Connolly
Christine joins our team with several years of experience as a Sun Life associate advisor. She also has extensive customer service relations experience after co-owning and operating a local business for over 25 years. She focuses on:
Wealth administration
Insurance administration
Time-sensitive business needs
Referrals
Job Title: Associate Advisor, Sun Life
Phone: 613-545-9660 E xt. 2218
Email: christine.m.connolly@sunlife.com
Address: Kingston
Cathy Mingo
Cathy Mingo is all about building great relationship with people and she joins us with a very impressive and diverse background in retail sales, management and customer service strategies. She is great with people and is often a first point of contact for many of those whom we serve.
Communication
New business administration
Client care coordinator
Future appointment scheduler
Job Title: Advisor Assistant, Sun Life | Office Manager for Pomeroy Financial Solutions Inc.
Phone: 613-545-9660 E xt. 2271
Email: cathy.mingo@sunlife.com
Address: Kingston
Kari Pomeroy
Kari brings to our team a wealth of customer service experience in both the sales and service industry. She has a distinct ability to solve Client needs and she specializes in our Group Benefits administration.
Future appointment scheduler
Social media
Group administrator
Claims coordinator
Banking administration
Job Title: Advisor Assistant, Sun Life | Office Manager for Pomeroy Financial Solutions Inc.
Phone: 613-545-9660 E xt 2218
Email: kari.pomeroy@sunlife.com
Address: Kingston
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