Natalee Ducharme
Job title: Advisor, Sun Life, MBA
B.A. (Hons)
Languages spoken: English
Area(s) served: Windsor, Ontario and surrounding areas.
How I can help
For your long and short-term goals, I’ll work with you to help discover the best strategy to meet your needs. We’ll work together to understand your goals, whether it’s creating a budget, reducing debt, saving for a child’s education or retirement planning. I’ll help you prepare for the unexpected and take advantage of new opportunities – throughout your life.
Who we service
Learn more
High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Gen Z
Starting out isn’t easy but don’t forget that everyone starts somewhere. You can’t reach your goals without taking the first step.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
Let's work together
For your long and short-term goals, I’ll provide customized investment solutions to help you build lifetime financial security. From a simple budget to complex strategies, I can help with your wealth strategies by:
- Understanding your goals and helping you make the most of your RRSPs, TFSAs or RESPs
- Helping you grow your investments through GICs, mutual funds or segregated funds
- Converting your lifetime savings into retirement income when you’re ready through annuity products, RRIFs or LIFs
We’ll work together to prepare for the unexpected and take advantage of new opportunities – throughout your life.
Products and services
Our team is here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.
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.
Mortgage protection insurance
Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Every sunset marks an ending, but also a beginning.
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
Every sunset marks an ending, but also a beginning.
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
The more I work with people planning for retirement, the more I see it: being financially ready doesn't always mean being personally ready.
There's often a gap between the numbers and the meaning - between financial security and a sense of purpose.
That's the gap I want to bridge.
Because retirement isn't an ending. It's a transition.
#newchapter #lifepurpose #retirementredefined
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.