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Shannon Tatlock CFP CLU BA BEd

Associate AdvisorSun Life FinancialMoncton, New Brunswick

My desire is for people to understand their investments and to play a part in managing their own wealth. My goal is to empower and engage my clients to take a role in their wealth, health and insurance management, as well as their financial future.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

New Brunswick

Certification/Additional Courses ?

CFP® CLU®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
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