Sherry L. Cavallin

Sherry L. Cavallin

BA (Econ), CFP, RFP, CLU, EPC, CHS
Senior Financial Planner
Assante Financial Management Ltd.

Sherry provides comprehensive wealth management for self-employed and retired professionals, many of whom have complex financial and life situations. She takes time to get to know her clients very well—their unique characters, styles, values and goals. Once a client’s priorities are established, she crafts a sensible, goal-oriented financial plan that will help them achieve what they set out to do. As circumstances change—when entering retirement, for example—strategies are modified and plans adjusted. She coordinates with a client’s other financial professionals, and looks out for hazards and opportunities in order to manage them for the best outcome.

Areas of service include: comprehensive financial planning, retirement planning, risk management, estate planning, investment strategies, and tax planning.