Chanise Rooney

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let’s connect

Job title: Financial Planner, Sun Life, CFP®

Area(s) served: Ottawa, Orleans, Rockland, Kanata, Barrhaven

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Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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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.

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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Stay informed

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Office information

Ottawa, ON

Phone:

(613) 875-7984

Email:

chanise.rooney@sunlife.com

Address:

333 Preston Street, Suite 800, Ottawa, ON, K1S 5N4 Canada

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