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
Meet the rest of the teamWil Thurlow*, Associate advisor Wil has been working in the financial services industry for the past 25 years. He plays a key role in our overall business planning and his background and experience in the industry provide superior support and high-level expertise to Lifelong Financial Solutions Inc.
Joliene Hussick, Advisor Assistant
Joliene's effective communication and administrative skills support her important role, as assistant to Colleen Sutherland. Joliene manages the Pembroke office and assists clients with their needs.
Marlene Natzke*, Associate advisor
Marlene’s 36 year tenure in the financial services field, including broad banking experience, brings extensive knowledge to our firm in the wealth area. She works closely as Executive Assistant to our Senior Partner, Bruce Evans, while sharing in the management of our Wealth Division.
Chuck Widdowson*, Associate advisor
Chuck is a key asset to our team, managing the administration of our Wealth Division with Marlene Natzke. Chuck brings numerous qualifications to his role and 6 years experience in the financial services industry. With his technical background and investment expertise, his experience proves invaluable to our team.
Wendy Munro, Office manager
Wendy, our senior staff member has grown with the firm. Her dedication and familiarity with our clients and office procedures benefit all the members of our team. As our office manager, Wendy maintains the financial bookkeeping as well as the day-to-day office procedures.
Michael Phipps*, Associate Advisor
He enjoys working closely with his clients, helping them formulate a sound financial strategy. He believes that taking the time to understand client’s needs is one of the most important aspects of his role. Michael is committed to helping clients achieve their financial goals. Yasmen Hasan*, B.A., MLIS
Sylvie Karayan
Sylvie provides administrative and client support to Lifelong Financial Solutions Partner Mark Craig. Sylvie's extensive background in customer service serves to enhance Mark's valued clientele's experience. Sylvie's educational backdrop in both Political Science and Business Administration provide a solid foundation to her important role. Kim Parrott, Licensed Administrative Assistant
Kim Parrott provides support to Maria Bassi in her dynamic role of Executive Assistant. Kim's educational background in business marketing, administration with a major in finance has given her a strong foundation to this position. Kim's many years of supporting financial advisors in a team environment, coupled with her strong comprehension of the wealth management business have made her an invaluable asset. Kim has a proven customer service history, and will always put client service needs first. |
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Michael has been in the financial industry as an advisor with Sun Life Financial since 1999.
After a decade in information business management, I joined the prestigious Lifelong Financial Solutions team. My strong research background offers my clients a unique and effective approach to managing their individual financial needs. I take the time to analyze each situation and provide my clients with information so that they are empowered to make the right decisions at the right time. I am committed to my clients’ short-term goals and long-term plans. I take pride in getting to know my clients and in becoming an important part of their Lifelong plan.
* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.