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Chanise Rooney
Job title: Financial Planner, Sun Life, CFP®
Area(s) served: Ottawa, Orleans, Rockland, Kanata, Barrhaven
Trustworthy advice you can count on
Helping you navigate your life, health and wealth events
As your life progresses, your needs and goals will change along with it. I’m here to help you throughout your biggest life changes. Whether that is protecting against the unexpected or planning for large financial goals such as retirement, saving for a home or starting a business.
When working together, I take the time to understand your individual situation, goals and priorities. After a deep analysis, I provide a financial roadmap that offers personalized and actionable recommendations. I’ll help you understand your options and implement your plan with ease.
I work with:
- professionals,
- families and
- retirees.
My office is in Ottawa, Ontario. I service the surrounding areas of Orleans, Rockland, Kanata and Barrhaven with in-person and virtual appointments. Contact my office to book your appointment.
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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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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