Name

Amanda Reynolds

Company

Sun Life Financial

E-mail

Contact Amanda Reynolds (Sun Life Financial)

Website

http://www.sunlife.com/amanda.reynolds

Office Phone

(705) 737-3552 x 2258

Fax

(705) 737-3558

Description

I am seeking to build a referral process that will allow me to network with a real estate agent and mortgage broker, to help serve our clients with a well rounded and defined financial plan.

About Us:

 I am a new financial advisor, working in my first year of business. I am actively seeking ways to network with a mortgage broker, realtor and other core financial groups, because I believe that at the center of every clients financial goals, is their home. It is the keystone to all of their further financial decisions. 

 I believe that in working with me, my clients receive  an honest approach to every concern that might arise as they attempt to build their own financial plan.  I am not the suit and tie insurance salesman, but rather, a down to earth, small town person that is trying to help others in her hometown area achieve success and peace of mind with their personal financial goals whether that be through their health, wealth or insurance needs.

Areas of Expertise

Home Buyers!!!!  Let me help you get started on the right track!

I am seeking  out clients that are first time buyers, or newly weds. It is a pivotal time for a new couple that is setting out to buy their first home. I can give them solid financial advice and guide them through the eary stages of their financial plan.

 I also actively seek clients that are in the more affluent market, that may already be a home owner, and are looking for ways to supplement their RRSP plans or create a better tax solution!

 

I would love the oppurtunity to work hand in hand with a mortgage broker in the area. I will bring quality insurance and investment solutions to their clients, and in turn refer my personal clients when the time should come that their needs be met by a mortgage specialist.