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.
View more options

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.

Learn more

Stay informed

See more articles
Budget calculator

Budget calculator

Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
7 Easy Tips for Halloween Healthy Eating

7 Easy Tips for Halloween Healthy Eating

It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on...
Being an executor can be time-consuming and expensive at a time of great grief

Being an executor can be time-consuming and expensive at a time of great grief

If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.
There are error(s) on this page
Il y a erreur(s) sur cette page
Preferred Contact Method



0 of sur 500 Characters caractères