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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Simply Put: What is a TFSA?
🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help! 📞226-347-8843📞
#TFSA #FinancialGoals
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help! 📞226-347-8843📞
#TFSA #FinancialGoals
Last night Cecilia and I hosted our first RiseTogetHER networking night 💖
We welcomed about 25 amazing women from a variety of industries, and the energy in the room was incredible. It was an evening of connections, laughter, and genuine support.
We’re planning to make this a monthly event because last night reminded us that every woman truly has a seat at the table and there’s room for all of us.
It’s powerful to see how we can lift each other up, share knowledge, and build community together.💞
We welcomed about 25 amazing women from a variety of industries, and the energy in the room was incredible. It was an evening of connections, laughter, and genuine support.
We’re planning to make this a monthly event because last night reminded us that every woman truly has a seat at the table and there’s room for all of us.
It’s powerful to see how we can lift each other up, share knowledge, and build community together.💞
Last night Cecilia and I hosted our first RiseTogetHER networking night 💖
We welcomed about 25 amazing women from a variety of industries, and the energy in the room was incredible. It was an evening of connections, laughter, and genuine support.
We’re planning to make this a monthly event because last night reminded us that every woman truly has a seat at the table and there’s room for all of us.
It’s powerful to see how we can lift each other up, share knowledge, and build community together.💞
We welcomed about 25 amazing women from a variety of industries, and the energy in the room was incredible. It was an evening of connections, laughter, and genuine support.
We’re planning to make this a monthly event because last night reminded us that every woman truly has a seat at the table and there’s room for all of us.
It’s powerful to see how we can lift each other up, share knowledge, and build community together.💞
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
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.