Assiduity Financial Solutions Inc.
Job title: Advisor, Sun Life, CPCA
Languages spoken: English
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Client testimonials
"I have been with Rauni and the Assiduity team for over 6 years and have been very pleased with the results. I feel that my money is safe, secure and growing! They are very friendly, efficient and accommodating."
- Ronda, Client since 2011
“I met Rauni years ago, to obtain life insurance, with my partner in our new restaurant venture. Rauni and I made a personal connection. Rauni was very professional and knew what she was talking about.
At the time, I had some money that my bank had invested for me, in their "Retirement Plan 55". Even I could see that I was on fast track to "Retirement Plan 95". I set up an appointment with Rauni (she was so accommodating) to meet and see if she could help me. Well, let me say, that was the best thing I ever did! I haven't looked back! I wish I could work as hard as Rauni has made my money work!
Now, it would be remiss of me to realize that without Rauni's support staff, Rauni would not be able to dedicate her one-on-one attention and time to my investments. The office staff are unique in that they are so cheerful and professional that every time I speak with one of them, I always come away happier and can be assured that my questions are answered or any requests I have made, they will get the job done. How's that for service? Something that is sorely lacking in business today.
My recommendation to anyone looking to invest a few dollars, give Rauni Naud at Sun Life Financial a call! I'll give you the number. You won't be disappointed you did.”
- Carmen, Client since 2013
"I first met Rauni Naud over six years ago when she prepared a financial plan for me. Since then, she has thoughtfully managed and sustainably grown my portfolio to where I now feel that I will be comfortable in my retirement years.
Rauni is no ordinary financial advisor. She takes the time to get to know her clients to better tailor a plan that realistically meets their financial and lifestyle goals. She not only regularly reviews your file but is also readily available to meet in person or answer questions by phone. She truly enjoys and cares about the people she serves.
Her staff is likewise friendly and helpful. I would not hesitate to recommend Rauni at Sun Life Financial and Assiduity Financial Solutions Inc. to help you develop a plan to meet your financial and lifestyle goals."
- Linda, Client since 2015
I could not be happier with my experience at Sunlife in Castlegar. Rauni is very knowledgeable and helpful with making decisions and looking out for her clients best interests. My only regret is I should have given her my funds years before I did. I would highly recommend her to anyone looking for a financial advisor!
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.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
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.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Office information
