Groupe financier Navia Inc.
Languages spoken: English, French
Area(s) served: Outaouais-Ottawa
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.
Let's work together
Whether you’re thinking about your family, home, career, health or retirement – or any combination of these – we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
Products & services
Find a lifetime of financial security and work towards a healthier life by exploring some of our insurance and investment products. A Sun Life Financial advisor can help you develop a comprehensive plan to take you through all of life’s stages.
- Insurance - Help protect yourself and the people who depend on you with life and health insurance.
- Investment - Save and invest your money now, then turn your savings into retirement income.
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.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Tools & calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
- Life insurance calculator - In just 2 minutes, calculate how much life insurance you may need.
- Retirement savings calculator - Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.
- Budget calculator - Use this monthly budget calculator to help you manage your spending.
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* Certaines conditions peuvent s’appliquer. Communiquez avec moi pour plus d’information.
* Certaines conditions peuvent s’appliquer. Communiquez avec moi pour plus d’information.
