About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Carl-André Potier
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.
Job Title: Financial Planner, Sun Life, CFP®
BA Econ.
Languages spoken: English, French
Phone: (613) 567-9700 x2257
Email: carl-andre.potier@sunlife.com
Fax: (613) 230-7450
Address: 333 Preston Street, Suite 800, Ottawa, ON, K1S 5N4 Canada
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
