Strength in expertise

 

It is crucial for us to educate Clients about our team and the range of services we offer. This knowledge empowers them to make the most of their opportunities and develop a strong financial plan. Our team is built on a foundation of collaboration, with three highly skilled professional advisors at the helm.

Sterling and Krista focus on helping Clients build their wealth, while Dan's expertise lies in protecting and preserving that wealth. Supporting our advisors are Jazzy and Bethany, who play a vital role in ensuring seamless operations. Our business partners include strategic specialists we will bring in when required.

When you meet with our team members, you can expect comprehensive solutions that are clearly defined. We are committed to assisting you in planning for retirement and safeguarding your family and business interests.

Sterling Menard, CFP®, EPC, MFA™

Advisor, Sun Life

I have been an advisor since 1992. My attention to detail, good listening skills and great empathy are symbols of my appreciation for Clients.​

My team supports me effectively. Their hard work and professionalism help us build long-term relationships with our growing Client base.​

My primary responsibility is income planning for seniors and making their investments work for them.​

I am happily married to my lovely wife. When away from the office, we spend time with family and friends and chase fish all over this great planet.​

Krista Shepherd-McInnis

Associate Advisor, Sun Life

I give outstanding Client service and ensure documents are ready for all meetings. I also track transactions for all Client accounts and keep paperwork organized. ​

I am your first contact if you have any questions about your trades or statements, transferring in or receiving money from your accounts, forms that you need to fill out, or receiving more information about the products and services Menard Financial Services Ltd. provides.​

I joined Sun Life in 2014 and have worked with Menard Financial Services Ltd. since 2020. I hold both my Life Insurance license and Mutual Funds license. As a supportive team member with high standards and attention to detail, Clients receive high quality service from me.​

In my spare time, you will find me enjoying time with my husband and daughter. We often go hiking, unless I am on my yearly vacation to the East coast sitting by the ocean.​

Daniel Brophy

Associate Advisor, Sun Life

In my role as Associate Advisor, I help individuals and families protect and reach their goals. ​ My specialties include helping business owners with corporate and estate planning strategies, helping established individuals looking to coordinate for their futures, teaching Clients about tax and estate planning benefits, educating business owners on navigating company growth, and preparing business protection plans.​

I joined Sun Life in 2017 and have worked with Menard Financial Services Ltd. since 2020. My goal is to build strong partnerships based on trust with the Clients I work with. I use my expertise to help bring them financial success accompanied with peace of mind.​

Jazzy Teige

Advisor Assistant, Sun Life

I'm the friendly face at our office entrance and the welcoming voice when you call. Since joining the team in 2020, I've cultivated an inviting and cheerful atmosphere. I work diligently to provide warm and considerate Client service, handling technology-related tasks, scheduling, and paperwork.

My responsibilities include booking meetings, directing calls to the appropriate advisor, building relationships with new Clients, and managing our social media platforms.

Outside of work, I enjoy stargazing, learning guitar, and spending time with my kitty.

Bethany Evanchuk

Advisor Assistant, Sun Life

As a friendly, warm, and witty member of our team, my top priority is providing Clients with excellent administrative support. I genuinely enjoy our team environment and the positive atmosphere we've created.

Outside of work, my young son keeps me busy. In my spare time, I find joy in refinishing furniture-a creative outlet that allows me to bring something old back to life.

Our business partners

We collaborate with Sun Life Estate and Financial Planning Specialists to optimize the effectiveness of your financial plan. These experts are brought in as needed, and you will be introduced to them at the appropriate juncture. They provide professional financial planning including: estate planning, retirement planning, taxation, investment strategies, contingency planning, and money management related to tax and planning factors. Together, we form your all-encompassing financial planning team.