Joel Scheel
Job title: Advisor, Sun Life, CLU®, CHS™
Languages spoken: English
Area(s) served: Ontario, Quebec, Saskatchewan
Trustworthy advice you can count on
Modern concept financial solutions
In a world where financial advice is seemingly everywhere, it can be difficult to understand what the best advice is for you. That’s why, I take a modern approach that includes a holistic conceptual plan focusing on your unique situation. My goal is for you to feel confident making educated financial decisions that will positively impact your future. I do this by simplifying the complex world of finance and helping guide you towards your lifelong goals.
Clients who are leading up to or in retirement will benefit greatly from the services I have to offer including:
- investment advice,
- insurance coverage options,
- retirement planning and
- estate planning.
My office is based in Ottawa, Ontario. I am licensed in Ontario, Quebec and Saskatchewan and offer virtual appointments for my Clients located across these provinces. When requested, in-person meetings can be accommodated. I offer my services in English. Please 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.
Stay informed
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