With over 15 years experience in the financial services industry, Colleen Sutherland exemplifies an advisor who is passionate and committed to her clients’ financial well-being. She focuses on maximizing retirement savings, protecting hard-earned money against the unexpected and managing taxes.
As a partner at Lifelong Financial, Colleen views her work with clients as a calling and not just a career. Client relationships are key drivers to her practice. She is focused on helping families and business owners plan for their financial safety and protection. From insurance to investments, for home or for business, Colleen and the Lifelong Financial team have great options for each unique situation and life stage. Financial plans are regularly monitored and updated to reflect clients’ current needs so they have piece of mind.
Colleen takes her clients through a unique experience process. She and her client work as a team to review the client’s life history and current situation, discuss future goals, dreams and aspirations, review current numbers, create a strategic plan and regularly monitor it. She identifies financial opportunities and helps her clients make well informed financial decisions.
Activity in the community is a top priority for Colleen with partnerships and volunteer efforts extending to the Kidney Foundation and Petawawa Military Resource Center. She places a strong emphasis on being active on Base assisting families dealing with military lifestyle challenges. Colleen also enjoys reading, swimming and the outdoors.
SunLife Financial - Colleen Sutherland has been a member since November 17th 2008
2 - 220 Pembroke Street East
Pembroke, Ontario, Canada