Roberta Courtemanche

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Roberta Courtemanche

Job title: Financial Planner, Sun Life, B.A., CLU®, CFP®

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.

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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.

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.

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Stay informed

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Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*

* Certain terms and conditions may apply. Contact me for more information.

Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.

Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential

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Office information

Midland, ON

Phone:

(705) 543-1778

Email:

roberta.courtemanche@sunlife.com

Address:

540 Hugel Avenue,, Midland, ON, L4R 1V9 Canada

Office hours:

Monday to Friday 9 a.m. to 5 p.m.

Let’s connect

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