Lifelong Financial Solutions Inc.
Manotick Office: 1-613-692-0804
Pembroke Office: 1-613-732-1374
Toll free: 1-888-291-9242
Email: lifelong.financial@sunlife.com
About Lifelong Financial Solutions Inc.We can help you:
Bruce Evans*, B. Comm
I became a financial advisor over 30 years ago after studying commerce at Carleton University. My studies, combined with personal experience in all types of economic conditions enable me to develop solutions that will help you reach your financial goals. Patrick Fitzgerald*, BA, CFP My goal is to bring clarity to financial planning. I am committed to investing the time necessary to understand my clients’ personal responsibilities, financial concerns and aspirations at every stage of their lives. It may be a reflection of my small town upbringing, but I truly enjoy forging long-term relationships with the clients I serve. Mark Craig*, BA (Econ), CFP
I’ve been in the financial industry for over 10 years, prior to which I owned and operated a family business. As a father of three I can often be found at the arena cheering on my sons and coaching minor hockey. I fully appreciate the importance of family and business and as a result, take the time to understand your needs and goals, and ensure that we develop a financial plan that helps you achieve them. Maria Bassi*
I became a Sun Life Financial advisor in 2006 with 25 years of business experience. I understand the specific challenges facing small to medium-sized businesses. I appreciate how important client relationships are and I know what true customer service is. There is nothing that I enjoy more than being able to provide the tools, motivation and guidance that are required for financial success and being there for you every step of the way! Colleen Sutherland*
I’m a partner with Lifelong Financial Solutions and have over 15 years of customer service experience. This is a testament to how much I truly enjoy forging relationships with people. For me, being in financial services is a calling and not just a career. I’m focused on helping families and business owners plan for their safety and protection. Client relationships and education are key drivers to my practice and being active in the community is my top priority. I partner with and volunteer at, both the Kidney Foundation and Petawawa Military Family Resource Centre. As a military spouse, I am active in assisting families dealing with military lifestyle challenges. Contact me by e-mail |
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* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.