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.

Navigate Financial Solutions Inc.

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.

Joe White

If you’re like me, you desire the best for your family. I have dedicated my time as a Sun Life Financial advisor to providing Clients with advice in a digestible way. My team and I believe that no two Clients are the same. That’s why we work with Clients to create solutions that are unique and customized to them. I value continuous education to better serve Clients, which is why I am working towards a CFP and PFA.

I am married and have two beautiful children. Together we rescued our dog Skye. I have been a volunteer firefighter for the Crossroads Fire Department for over 13 years.

Job Title: Financial Planner, Sun Life

Email: joe.white@sunlife.com

Donald Duffy

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Job Title: Associate Advisor, Sun Life

Email: donald.duffy@sunlife.com

Joanna Ellis

Job Title: Advisor Assistant, Sun Life

Email: joanna.ellis@sunlife.com

Have questions?

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

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.