Dennis J. Duclos Sun Life Financial advisor

Dennis J. Duclos Sun Life Financial advisor Dennis J. Duclos has been a Sun Life advisor specializing in holistic family planning since 2010.

He has achieved a Certificate of Completion for the Life License Qualification Program (LLQP), he is licensed under the Canadian Investment Fund (IFSE) and is presently working towards his Registered Retirement Consultant (RRC) designation. Dennis is dedicated to providing knowledge to his clients with regards to life planning, as well as a roadway to finding financial security. He is passionate a

bout his client's well-being as he assists them in providing holistic planning. His clients can expect and will receive exceptional performance as he works with them to reach common goals. Dennis prides himself in having a great relationship with his clients and delivers on his promise to build value to their portfolio. While customer service is a key factor in building his business, it is his gentle character built on trust and kindness that successfully allows him to preserve a satisfied client base. Maintaining communication is a very important goal for Dennis as he strives to educate clients with strategies to build a Money For Life Concept.

07/23/2018

Careful tax and estate planning can ensure your legacy helps your family – and their families too

05/07/2017

Is it better to start CPP at 60 or 65 or even 70? This article may be the one and only time you will see a definitive answer to this question

04/12/2017

A customer’s best defence against upselling is to know which sales pitches are worth listening to, and which to shut down

03/14/2017

Canadians looking to wrap up new home purchases might find that life insurance is a more flexible and less pricey alternative to mortgage insurance obtained through a bank, say personal finance experts.

Address

Waterloo, ON

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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