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
Gen Z
Pre-retirees and retirees
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
Life insurance products
Mortgage protection insurance
Saving, budgeting and investing
Stay informed
See more articles#LifeInsuranceAwarenessMonth
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Office information
