Charles Lavergne
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.
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Projection financière : les normes 2026 dévoilées | Finance et Investissement
L’Institut québécois de planification financière (l’Institut) et FP Canada publient les Normes d’hypothèses de projection 2026 et leur Addenda, des outils attendus chaque année et utilisés par les planificateurs financiers (Pl. Fin.) du pays.
https://conseiller.sunlife.ca/charles.lavergne/
https://conseiller.sunlife.ca/charles.lavergne/
How Gen Z is redefining retirement strategies
Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.
Sun Life discounts term, perm, CI policies | Investment Executive
Découvrez ce que Investment Executive pense des offres spéciales de la Sun Life (en anglais seulement).
https://www.investmentexecutive.com/news/sun-life-discounts-term-perm-ci-policies/
Écrivez-moi pour en savoir plus!
Les offres sont disponibles jusqu’au 31 juillet.
Des conditions s’appliquent.
https://www.investmentexecutive.com/news/sun-life-discounts-term-perm-ci-policies/
Écrivez-moi pour en savoir plus!
Les offres sont disponibles jusqu’au 31 juillet.
Des conditions s’appliquent.