​DC Foresight Financial Services Inc.

We are SunLife Advisors, and our Firm is DC Foresight Financial Services Inc.

Our website: https://advisor.sunlife.ca/dc.foresight.financial/

DC Foresight Financial Services Inc. 

Commitment, Care and Collaboration

Welcome to DC Foresight Financial Services. Where we bring an honest and fresh perspective to your finances. With decades of combined experience, you can count on us to get the job done. Since we take a collaborative team approach, you benefit from the experience and knowledge that we both have. We’ll help you, your family or your business today and for generations to come.

Creative and strategic planning

Our boutique firm takes a relationship-based approach with clients. When we work together, we aim to create a relationship based on trust where we can bounce ideas off each other. We like to make planning your finances fun and that comes across in the meetings we’ll have together. We’ll have regular touchpoints and think proactively about issues that may arise. At the end of the day, we want you to feel that we’re here for you and have your best interests at heart.

Whether you’re a busy professional or successful retiree, we work holistically to create a plan that works for you. We give candid advice that you can rely on. 

 

What you can expect:

Initial discovery – When we begin working together, we want to get to know your situation. We’ll have an informal conversation to get a baseline for where you’re at and what you’re looking for.

Data collection – This is where we uncover your actual situation. We’ll spend time together to get to know each other’s personalities. We want to make sure that you trust us and that we’re a good fit.

Recommendations – It takes times to build out a plan and get to know your desires, fears and goals. We’ll make recommendations and present them in a simple and actionable way.

Regular touchpoints – From here, we’ll have regular, proactive planning and touchpoints. We reach out proactively to Clients twice per year. 

 

SunLife Financial - Colleen Sutherland has been a member since November 17th 2008

2 - 220 Pembroke Street East
Pembroke, Ontario, Canada
K8A 3J7
Phone: 613-732-1374
Email: colleen.sutherland@sunlife.com
Online:  https://advisor.sunlife.ca/dc.foresight.financial/