Sun Life: Waterloo

Welcome to the Waterloo financial centre

Our location
94 Bridgeport Road East
2nd Floor
Waterloo, ON N2J 2J9
Phone: (519) 885-4000
Fax: (519) 725-9275
Monday to Friday 8:30 am to 4:30 pm
View the map in GoogleOpens link in a new window.
About our financial centre
Our advisors have the expertise to understand your needs and show you how to fulfill them. Together, we can create a personalized plan that addresses your goals for the future, and evolve that plan if your needs and situation change. We'll help you get the most out of it.
Community involvement
Our financial centre is committed to making a positive difference in our community. We work to be responsible citizens by giving back to the communities where we all live, work and do business.
Manager nameTitlePhoneLanguage
Adam ProudfootFinancial Centre Manager(519) 885-4000 x2297English
Alfred HabashAssociate Manager(519) 885-4000 x2296English
William McGall, CFP®Sales Manager(519) 885-4000 x2353English
Chris BelangerSales Manager(519) 885-4000 x2299English
Chris de RuiterAssociate Manager(519) 885-4000 x2249English
Advisor namePhoneLanguageOffice location
Bao Lam, CFP® CLU® CEBS(519) 885-4000 x2264English, Cantonese, VietnameseWaterloo
Barbarann Clements, CFP®, CEBS(519) 885-4000 x2350EnglishWaterloo
Bernie O'Donnell(519) 885-4000 x2240EnglishWaterloo
Bing Miao, M.Sc.(519) 885-4000 x2246EnglishWaterloo
Bryce Nabrotzky(519) 885-4000EnglishCambridge
Dave Thomas BES, CFP®, CLU®(519) 740-6180EnglishCambridge
David G. Frey, CHS™(519) 885-4000 x2260EnglishWaterloo
Gary Mintz(519) 622-7526EnglishCambridge
Gregory Oue, Hon.B.A., CFP®, CLU®(519) 885-4000 x2263EnglishWaterloo
Joe Coelho, CFP®(519) 772-8890English, PortugueseWaterloo
John-Paul Bell(519) 885-4000 x2269EnglishWaterloo
Joshua Gonzalez(519) 885-4000EnglishWaterloo
Kathie Butcher(226) 748-3850EnglishHarriston
Kathleen Bauer, B.A.(226) 989-2920EnglishWaterloo
Lehtonen Financial Services Inc.(519) 885-4000 x2227EnglishWaterloo
Liana Carvalho, B.A.(226) 647-3388English, PortugueseKitchener
Lucas Snider(519) 885-4000 x2234EnglishWaterloo
Mary Jane Braid(519)772-8890EnglishWaterloo
Michelle Rogers, B.A., CFP®(519) 885-4000 x2283EnglishWaterloo
Minh Thuy Diep, BA Econ.(519) 885-4000 x2229English, German, VietnameseWaterloo
Natalie Sachs(519) 741-5585EnglishKitchener
Ned Nenad Mandic, BA(519) 885-4000 x2291Serbian, EnglishWaterloo
Norbert Wink, CLU®, CFP®(519) 885-4000 x2250EnglishWaterloo
Rick Courtois(519) 498-3336EnglishWaterloo
Robert Douglas Trask,CLU®(519) 885-4000 x2226EnglishWaterloo
Robert-Jon Campbell, B.A.,CIP(226) 343-8217EnglishGuelph
Ryan Hammar(519) 885-4000EnglishWaterloo
Scott Weisner(519) 885-4000 x2380EnglishWaterloo
Seth Nabrotzky, CFP®(519) 622-7526EnglishCambridge
Steve Rodgers(519) 885-4000 x2243EnglishWaterloo
Victor Coelho(519) 772-8890English, PortugueseWaterloo
Victor Grieco, CFP®, EPC(519) 741-5585EnglishKitchener
Victoria Boily(519) 885-4000EnglishWaterloo
Multi-advisor corporation namePhoneLanguageOffice location
Babstock Cairns Thomas Financial Inc.(519) 740-6180EnglishCambridge
Coelho Insurance & Investment Solutions Inc.(519) 772-8890EnglishWaterloo
Reid & Associates Financial Serv.(519) 622-7526EnglishCambridge
Victor Grieco and Associates Financial Solutions Inc.(519) 741-5585EnglishKitchener