Ana Sutherland Sun Life Financial Advisor

Description

I was born and raised Ana DaPonte in Kingston. From 1977-1985, I owned a small business while raising a family. This made me realize the value of having a sound financial plan and how important it is to constantly keep pace with changes in the markets and the economy.
Combining my knowledge with your goals, together we'll determine the plan that best meets your needs. 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 Contact me today for more information.