Insurance near Waterfront Toronto ON in Toronto, ON (2167 Result(s))

Risa Andersen, Sun Life Financial Advisor, Insight for a lifetime of financial security. I have been an advisor in the insurance service industry since 2002. I am a Sun Life financial advisor. My team has a promise: to provide all current and prospective clients with ways and assistance in reducing their fears regarding their and their family’s financial future and protection. I do this be ensuring myself and my staff value our own honesty in all we do, integrity always and making sure we are always client focused. Our goal is to balance our client’s need for education on financial planning without losing focus on the objective of providing the right financial solutions to help them achieve lifetime financial security. With clients I focus on breaking down the sometimes complex issues in a manner that people can better understand. I believe that education is the key to success.

Katilyn Aitcheson is an Advisor who is licenced with Sun Life Financial. Katelyn began her Financial Planning career in Oakville in 2012. She moved back to the Stratford area in 2013 after completing her MBA. She is actively involved in the Stratford community spending her free time coaching and playing hockey as well as volunteering with several organizations including the Stratford Rotary Club and Community Living. Katelyn specializes in wealth creation, insurance and retirement planning and is currently working towards her (CFP) Certified Financial Planner designation.