Seana Fardy, Cfp®, Clu®

Seana Fardy, Cfp®, Clu® Email and Phone Number

Financial Planner @ Sun Life
Newmarket, ON, CA
Seana Fardy, Cfp®, Clu®'s Location
Newmarket, Ontario, Canada, Canada
About Seana Fardy, Cfp®, Clu®

Life is complicated, and figuring out how to reach your goals can be overwhelming. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them live life confidently.As an advisor since 2007, my commitment is to deliver the highest level of advice and expertise to my clients. As a Chartered Life Underwriter (CLU®), my specialty involves providing effective solutions in the areas of income replacement, risk management, estate planning, and wealth transfer. I am also a Certified Financial Planner Professional (CFP®), which is internationally recognized as the "gold standard in Financial Planning”, with a significant emphasis on ethical conduct. Through this extensive education and experience, I adhere to a quality of service to my clients so that they may feel confident that their best interests are my priority at every stage of their lives.I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: http://bit.ly/3FevgFoAdvisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.Awards and memberships are based on insurance business only.

Seana Fardy, Cfp®, Clu®'s Current Company Details
Sun Life

Sun Life

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Financial Planner
Newmarket, ON, CA
Seana Fardy, Cfp®, Clu® Work Experience Details
  • Sun Life
    Financial Planner
    Sun Life
    Newmarket, On, Ca
  • Sun Life
    Financial Planner
    Sun Life Oct 2007 - Present
    Newmarket & Area
    Providing sound financial advice to individuals, business owners, and professionals regarding:- Life Insurance planning at every stage of life- Income replacement- Critical Illness Insurance and Long Term Care Insurance- Estate and family planning with Life Insurance- Disability Insurance and Personal Health Insurance- Retirement planning- Tax efficient investment planning- Funding Buy-Sell Agreements- RRSPs, TFSAs, RESPs, Annuities, Savings

Seana Fardy, Cfp®, Clu® Education Details

Frequently Asked Questions about Seana Fardy, Cfp®, Clu®

What company does Seana Fardy, Cfp®, Clu® work for?

Seana Fardy, Cfp®, Clu® works for Sun Life

What is Seana Fardy, Cfp®, Clu®'s role at the current company?

Seana Fardy, Cfp®, Clu®'s current role is Financial Planner.

What schools did Seana Fardy, Cfp®, Clu® attend?

Seana Fardy, Cfp®, Clu® attended Wilfrid Laurier University, Seneca College Of Applied Arts And Technology.

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