Services Financiers Martin & Roy Inc.

You’ve spent your life creating your wealth. Let’s protect it.

Let’s protect and continue to grow your assets so you can leave a lasting legacy for your family.

Services Financiers Martin & Roy Inc.

Languages spoken: English, French

Area(s) served: Ottawa and Outaouais region

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.

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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.

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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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.

Stay informed

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Des côtes escarpées de Terre-Neuve-et-Labrador aux montagnes majestueuses de la côte ouest, notre beau pays a beaucoup à offrir.

Ne faites pas passer vos objectifs de retraite après votre envie de voir du pays ! Prévoyons un budget pour les voyages tout en maintenant votre plan de retraite sur la bonne voie.

#PlanificationDeLaRetraite #VoyagerAuCanada

Qu’arrive-t-il lorsqu’on retire de l’argent d’un REER plus tôt que prévu ?

1. Vous perdez les avantages de l’intérêt composé.
2. Vous payez de l’impôt sur vos retraits.
3. Vous perdez définitivement des droits de cotisation.

Si vous avez besoin d’argent pour payer une dépense imprévue, contactez-moi et nous discuterons de la stratégie qui vous convient le mieux.

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

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Office information

Orleans, ON

Phone:

(613) 837-7400 x224

Email:

luc.martin@sunlife.com

Address:

101-3009 St-Joseph Boulevard,, Orléans, ON, K1E 1E1 Canada

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