Carolyn McKinnon
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Conestoga College
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FlashIntel GPTCarolyn McKinnon is a highly experienced financial advisor with 26.6 years of work experience. Based in Canada, she specializes in life insurance, retirement, critical illness, mutual funds, and disability insurance. Carolyn is known for her expertise in providing professional advice and ensuring client satisfaction. She has worked at reputable financial institutions such as Sun Life Financial and IG Wealth Management, where she served as a Financial Security Advisor. Carolyn's extensive knowledge and commitment to her clients make her a trusted advisor in the field of life insurance.
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About
My goal is to assist my clients in accumulating, protecting & enjoying their wealth. Specialties: Mutual Funds RESPs RRSPs RRIFs TFSAs Labour sponsored investment funds Individual life Insurance Individual disability Insurance Individual critical illness Insurance Individual health & dental Insurance Business Insurance Group Insurance Segregated funds Annuities LIFs Group retirement plans I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc.
...See MoreWork Experience
Advisor
Financial Services
Carolyn McKinnon's Professional Milestones
- Financial Security Advisor (2014-03-01~): Developed comprehensive financial security strategies to protect clients' investments and mitigate financial risks.
- Financial Security Advisor (2010-01-01~2013-01-01): Provided comprehensive financial advice, safeguarding stakeholders' assets and minimizing risks.
Education
Business Administration,
Management
Skill
Life Insurance
Retirement
Critical Illness
Mutual Funds
Disability Insurance
Residential Mortgages
Tfsa
Resp
Group Insurance
Business Insurance
Annuities
Individual Health Insurance
Rrsp
Fixed Annuities
Wealth
Segregated Funds
Investments
Health Insurance
Insurance
Retirement Planning
Finance
Mortgage Lending
Wealth Management
Financial Planning
Financial Advisory
Certification
Colleagues
Other Named Carolyn McKinnon
Frequently asked questions
We found 5 Carolyn McKinnon's email addresses
Carolyn McKinnon's social media include: Linkedin,
Carolyn McKinnon works for Sun Life
Carolyn McKinnon's role in Sun Life is Advisor
Carolyn McKinnon works in the industry of Financial Services
Carolyn McKinnon's colleagues are Anuj Nayyar,Ann Margarette Salva,Tiffany Van De Wetering
Carolyn McKinnon's latest job experience is Advisor at Sun Life
Carolyn McKinnon's latest education in Conestoga College
