Nathan Roberts
Job title: Financial Planner, Sun Life, QAFP®
Languages spoken: English, French
Trustworthy advice you can count on
Let's work together
Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way.
We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
Client testimonials
“Nathan is wonderful. He honestly cares about what is best for you and your family. He is knowledgeable and will make sure you are happy. Recommend 100%” – J.C.
“Happy to say that our experience has been great. Nathan has the knowledge to assist with our business coverages and personal growth. Information and options presented made our decisions easy. Looking forward to many years of working together.” – D.V.
“Nathan and I used to work together many years ago. When I learned he had made the career change to Sun Life, I knew it was where he should be. He is professional, determined and also a great listener. His holistic approach is comforting, an important quality in this profession.” – J.A.
"If you have kids, you “should” have life insurance. But what options are available? If you don’t have kids, what are the best options for your situation? Give Nathan a call. You’ll definitely learn something. Have a look at your “big picture” and plan accordingly." - P.B.
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.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Let’s establish goals, reach goals and protect what matters most to you - together.
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