Seana Fardy, CFP®, CLU®*

Address:
5 - 1211 Gorham Street, 2nd Floor Newmarket, Ontario L3Y 8Y3
Languages:
English
Phone:
289-903-3651 ext. 2206
Fax:
416-512-8526
Email:

Life is complicated, and figuring out how to reach your financial goals can be overwhelming. There are many different products to help you get there and I can assist you in making the right choices for you and your family. With over 11 years of experience, I help people build their financial plans and can explain the details of these products in a way that is easy to understand so you can make informed decisions. I am designated as a CFP® or Certified Financial Planner Professional and Chartered Life Underwriter (CLU®), where I offer specialty in providing effective solutions in the areas of income replacement, risk management, estate planning, and wealth transfer. Whether you're single or have a family, own a business or are planning your retirement, I can help. Let's talk today.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

Critical Illness
We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery. Find out more

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