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.

My Philosophy

My job is not to tell you what to do. My role is to empower you to make informed financial decisions. I prove my value by working on improving the efficiency with which your business and personal outcomes are achieved.

I aligned my practice with Sun Life to secure a truly holistic platform for providing solutions that best meet Client needs and objectives.

If something is already working for you, I won't interfere with it. I'll incorporate your existing success into the plan.

My compensation is directly correlated to the growth, progress and sustainability of your plan. The way it should be.

Weigh every move carefully. Finance is like chess, every move comes at the expense of an alternative, so choose correctly.

Drew Wallace Ross

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.

Job Title: Financial Planner, Sun Life, CLU®

Languages spoken: English

Phone: (613) 435-5606

Email: drew.ross@sunlife.com

Address: 32 Solaris Drive,, Kanata, ON, K2M 0L6 Canada

Drew Wallace Ross

I joined Sun Life in 2011 and have been involved in entrepreneurship and personal finance since 2004. With a risk-averse personality, I've dedicated my career to maximizing Clients' financial strategies by prioritizing efficiency and net return. I am passionate about using tax strategies, legal structures, and thorough planning to maximize my clients' efforts, whether personally or in their business.

I measure my impact and the success of my work by net after-tax dollars in your hand.

I measure success in Client objectives achieved.  

I've known significant financial hardship in my life, which heavily influenced my approach to giving financial advice. I know and appreciate the value of a dollar earned, hence my passion for understanding how to effectively retain and use wealth.

I've been both blessed and lucky since starting my practice. It’s important to me to give back. I support local mission work that primarily focuses on providing practical help to new and disadvantaged Canadians in the Ottawa area.

With three growing children and my focus on quality service, I have little time for personal pursuits. However, I’m lucky to have a cottage where I keep in touch with my rural upbringing, rest and recreate.

Job Title: Financial Planner, Sun Life, CLU®

Phone: (613) 858-5813

Email: drew.ross@sunlife.com

Address: Kanata, ON

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.