Michelle Rogers, Sun Life Financial Advisor

at 94 Bridgeport Road East, Waterloo , N2J 2J9 Canada

1. Insurance Agent
2. Investing Service
3. Financial Planning
4. Bank/Financial Service

Working closely with clients to fully understand their unique needs and goals to help them make informed financial decisions.

Description

It is my mission to develop client relationships built on Trust and Integrity. I am a Licensed Advisor with Sun Life. At Sun Life, an investment and insurance solutions company, we have the services you need to BUILD & PROTECT your savings, so that you can RETIRE WITH CONFIDENCE. I provide professional advice to individuals and businesses in many areas, including: * Insurance - Life, Critical Illness, Disability and Mortgage (Review of your existing insurance to see if there are any ways that you could save some money) * Investments - RRSP, TFSA and RESP, as well as non-registered tax-efficient accounts * Financial Planning - create a new plan or review your existing plan - to ensure that you are on track to retire comfortably * Business Solutions - business continuity planning, group benefit and retirement plans I believe that financial planning does not need to be difficult and the most important step is the first one - getting started. If you are open to it, I would welcome the opportunity to sit down with you at a time and place convenient for you, to get to know you better and see if I can be of value to you. There is no cost and no obligation for doing so and I am available for evening meetings, if that is more convenient. --------------------------------------------------------------------------------- *I am a Sun Life Financial Advisor. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial. *A clear connection - Your relationship with Sun Life Financial: http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf *Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.) *Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.

Company Rating

21 FB users likes Michelle Rogers, Sun Life Financial Advisor, set it to 18 position in Likes Rating for Waterloo, Ontario in Bank/Financial Service category

Summary

Michelle Rogers, Sun Life Financial Advisor is Waterloo based place and this enity listed in Financial Planning category. Located at 94 Bridgeport Road East ON N2J 2J9. Contact phone number of Michelle Rogers, Sun Life Financial Advisor: 519-885-4000 ext. 2283