Chanise Rooney
Job title: Financial Planner, Sun Life, CFP®
Area(s) served: Ottawa, Orleans, Rockland, Kanata, Barrhaven
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.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Whether it's budgeting, saving, managing risk, investing, or managing debt, small steps toward financial awareness can lead to big changes in long-term personal and financial wellbeing.
Check out the link below for a free financial toolkit offered by the Government of Canada. Whether you are at the beginning of your financial journey, want to know a little more or just want a refresher this is a great resource!
https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit.html
Wishing everyone a great rest of the week!
Whether it's budgeting, saving, managing risk, investing, or managing debt, small steps toward financial awareness can lead to big changes in long-term personal and financial wellbeing.
Check out the link below for a free financial toolkit offered by the Government of Canada. Whether you are at the beginning of your financial journey, want to know a little more or just want a refresher this is a great resource!
https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit.html
Wishing everyone a great rest of the week!
Five tips to transform money into a tool instead of a temptation
Before spending, consider whether the money is for necessities, savings or a treat, and ensure that its purpose aligns with your priorities. Assigning a role to every dollar (budgeting), such as for rent, future goals or fun, reduces aimless spending and transforms money into a tool instead of a temptation.
