Lifelong Financial Solutions Inc. - Sun Life Financial
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Life changes. Make sure you plans keep pace. Let's talk. Life's brighter under the sun

About Lifelong Financial Solutions Inc.

We can help you:

  • Live well…today and tomorrow
  • Maximize your retirement income.
  • Protect your family’s lifestyle
  • Know where your money is going.
  • Protect your business investment.

Patrick Fitzgerald*, BA, CFP®, RHU
Advisor

Patrick Fitzgerald*, BA, CFP®, RHU

Patrick credits his small town upbringing with his enjoyment of forging long-term client relationships. He's passionate about helping the people of his community build and protect their wealth. As a senior partner and advisor at Lifelong Financial Solutions Inc., Patrick invests the time to fully understand a client's goals. He educates clients about their options, empowering them to make sound financial decisions no matter what life stage they're at.

Patrick is dedicated to ensuring the financial health of Lifelong Financial Solutions Inc. His financial and management experience is integral to the ongoing success and growth of our business.
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Colleen Sutherland*
Advisor

Colleen Sutherland*

Colleen is a senior partner with Lifelong Financial Solutions Inc. Her 20 years of customer service experience is a testament to her passion for building lasting relationships with clients. She provides financial advice to families and business owners in the Ottawa area to help them achieve financial security. With a collaborative approach that involves our entire team, she's committed to the highest level of client service.

Colleen also helps manage the operational side of our business. As our team grows, she's focused on finding the best and brightest talent to join us. Colleen enjoys giving back to the community by volunteering her time with the Kidney Foundation of Canada.
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Bruce Evans*, B. Comm
Sales Associate Advisor

Bruce Evans*, B.Comm

Bruce is the founder and managing partner of Lifelong Financial Solutions Inc. His passion for economics drove him to earn his Bachelor of Commerce from Carleton University. Bruce's credentials and financial experience through differing economic climates allow him to help clients build a tailored plan that can be adjusted as their circumstances and goals evolve. Bruce genuinely cares about a client's financial success and is committed to developing long-standing client relationships.

Bruce also helps business owners who not only want to protect their assets, but also their employees. He understands that running a business is a 24/7 job. He's here to help guide business owners so they can make smart, confident financial decisions. He's proud to have helped many clients grow their business, protect their employees and achieve their financial dreams over the past 35 years.
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Mark Craig*, BA (Econ), CFP®, EPC
Sales Associate Advisor

Mark Craig Advisor

Mark is a senior partner and advisor with Lifelong Financial Solutions Inc. where he provides retirement planning advice for clients. With over 13 years of experience in financial services, and many more owning and operating a family business, Mark is passionate about helping families and business owners achieve financial success.

As a mentor, Mark takes pride in sharing his expertise and knowledge to help new advisors understand the importance of their role to clients. He takes the time to understand a client's needs and is dedicated to helping them build their financial plan aimed at achieving their personal and financial goals.

Passionate about his family and community, Mark can be found at the local hockey arena coaching or cheering on his kids' teams.
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David Walter* RRC
Advisor

David Walter Advisor

David believes everyone deserves professional financial advice to ensure their dreams are on the right track. With a lifelong passion for finance, David takes great pride in understanding a client's unique situation and finding tailored solutions to reach their financial goals whether they're single, have a family or operate their own business. He has the experience and knowledge to help educate and guide clients every step of the way. Life is a journey; David can help navigate the road ahead.

 

* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.