Carl-André Potier
Job title: Financial Planner, Sun Life, CFP®
BA Econ.
Languages spoken: English, French
Area(s) served: Ottawa, Gatineau, Outaouais, Montreal, GTA, Charlottetown
Let’s work together
Let’s work together
Whether you’re just starting out and looking for budgeting tips or thinking about retirement – I’m here to help. As a Certified Financial Planner, I’ll work with you to:
- Understand your goals and balance your short- and long-term needs
- Develop a holistic financial plan that provides the right mix of income, savings and insurance protection solutions to help you meet your desired lifestyle now and in retirement.
We’ll work together to create a personal financial plan. I’ll help you prepare for the unexpected and take advantage of new opportunities – throughout your life. Together, we will build a roadmap to help you build lifetime financial security.
Who we service
Learn more
High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.