Joel Scheel
Job title: Advisor, Sun Life, CLU®, CHS™
Languages spoken: English
Area(s) served: Ontario, Quebec, Saskatchewan
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.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.