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
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Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today. 📞226-348-8843📞
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Today, I want to take a moment to give thanks.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
Today, I want to take a moment to give thanks.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
To the farmers who put in the hard work, so we can enjoy the food on our tables. To my family, for your love and support through it all. To my friends, for the kindness, love, and endless laughter you bring into my life.
Gratitude runs deep today. My heart is extra full thinking about all the love, care, and connection in my life.
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.