Michelle Rogers, B.A., CFP®*

94 Bridgeport Rd. E., 2nd Floor Waterloo, Ontario N2J 2J9
519-885-4000 ext. 2283

Married to my best friend, the one word that best describes me is 'passionate'. This quality carries over to everything I do - as a Mom, sports enthusiast and Sun Life Financial advisor. My passion for providing exceptional financial advice is why I obtained my Certified Financial Planner (CFP®) designation. I can help you protect your family and grow your savings through a proper mix of insurance and investments - while preparing you to retire with confidence. Let's get started today.

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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

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