Michelle Rogers, BA, RIS, CFP®

Financial Planner @ Sun Life

About

Would you like to enjoy a lifetime of financial security? I am a Licensed Advisor with my Certified Financial Planner® designation and I will help you BUILD your savings, PROTECT your family and RETIRE with CONFIDENCE. Whether you are just starting out, nearing retirement or already enjoying your retirement, I can help you navigate the often confusing financial landscape and make decisions that will bring you financial security. I will help you reach your financial goals. I provide professional advice to individuals and businesses in many areas, including... Insurance - Life / Critical Illness / Disability / Mortgage Investments - RRSP / TFSA / RESP / non-registered tax-efficient investments Financial Planning Business Solutions - business continuity planning, group benefit and retirement plans ** I specialize in Environmental Social Governance funds (ESG) ** On a personal note, I am married to my best friend, Paul and between the two of us, we have four wonderful daughters. I live a healthy and active lifestyle, which includes tennis, squash, golf and hot yoga. I am caring, energetic and passionate. I enjoy meeting and helping people. It starts with a conversation...give me a call and let's talk. I look forward to hearing from you. __________________________________________ 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: bit.ly/3FevgFo. Advisors 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.

Country

Canada

City

Waterloo

Industry

Financial Services

Skill

Mutual Funds, RESP's, RRSP's, TFSA's, Annutities, Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Business Insurance, Critical Illness Insurance, Retirement Planning, Group Benefits, Insurance, Retirement, Investments, Wealth, RRSP, Critical Illness, Strategic Financial Planning

Experience

Financial Planner

Sun Life

2012-1 - Present · 14 yrs 9 mos

Waterloo, Ontario, Canada

Advisor

Sun Life

2011-11 - Present · 14 yrs 11 mos

Waterloo, Ontario

Michelle has her Certified Financial Planner® designation and works closely with her clients to fully understand their unique needs and goals. Based on their needs and goals, she helps them make informed financial choices to build their savings, protect against unexpected events and to prepare financially for the future.

Director of Marketing and Sales

Ornamental Mouldings

2010-3 - 2011-11 · 1 yr 9 mos

Waterloo, Ontario

Michelle was responsible for development and implementation of marketing initiatives to service Ornamental's largest account, Home Depot.

Operations Manager

Ornamental Mouldings

2004-1 - 2010-3 · 6 yrs 3 mos

Waterloo, Ontario

Michelle managed the plant operations of Ornamental Mouldings, a mid-sized manufacturing company. Ornamental has a Canadian, US and international customer base, which includes Home Depot. Michelle's responsibilities included plant scheduling, cost reducing initiatives, tracking, monitoring & maintaining plant efficiency targets, demand forecasting, inventory management, overseeing purchases of plant machinery, product costing and all escalated HR matters.

Customer Service Manager

Ornamental Mouldings

2000-1 - 2004-1 · 4 yrs 1 mo

Waterloo, Ontario

Michelle managed the customer service department, establishing procedures which were focused on process work flow, exceptional customer service and ensuring a 99% order fillrate. Michelle took great satisfaction from helping customers with their problems and devising creative solutions for them.