Ziad Azzi
Job title: Financial Planner, Sun Life, B.A., CFP®, CHS™, CLU®, EPC, RRC®
Languages spoken: Arabic, English, French
Area(s) served: Ottawa, GTA, Toronto, Durham
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
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Business owners
Helping business owners take control of their finances one step at a time.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
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
Achieving lifetime financial security is all about making good decisions. My team and I, will help you along the way and work together by:
- Reviewing your current financial situation
- Setting options that aligns with your goals,
- Developing your personalized Financial OnePlan,
- Implementing your comprehensive tax efficient strategies,
- Revising 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
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.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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, 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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Sun Critical Illness Insurance pays you a lump sum if you’re diagnosed with one of 26 covered illnesses or conditions. And you decide how to use the money.
Your payout could help you:
• Replace lost income
• Take time off to recover
• Pay for help at home
• Cover treatment and travel costs
• Stay on top of bills and debt
• Keep your savings and assets
For a limited time, you can receive a 10% premium discount on CII when you bundle it with eligible life insurance.*
See how this offer could help you get more protection for less.
*Terms and conditions apply.
Your payout could help you:
• Replace lost income
• Take time off to recover
• Pay for help at home
• Cover treatment and travel costs
• Stay on top of bills and debt
• Keep your savings and assets
For a limited time, you can receive a 10% premium discount on CII when you bundle it with eligible life insurance.*
See how this offer could help you get more protection for less.
*Terms and conditions apply.
Sun Critical Illness Insurance pays you a lump sum if you’re diagnosed with one of 26 covered illnesses or conditions. And you decide how to use the money.
Your payout could help you:
• Replace lost income
• Take time off to recover
• Pay for help at home
• Cover treatment and travel costs
• Stay on top of bills and debt
• Keep your savings and assets
For a limited time, you can receive a 10% premium discount on CII when you bundle it with eligible life insurance.*
See how this offer could help you get more protection for less.
*Terms and conditions apply.
Your payout could help you:
• Replace lost income
• Take time off to recover
• Pay for help at home
• Cover treatment and travel costs
• Stay on top of bills and debt
• Keep your savings and assets
For a limited time, you can receive a 10% premium discount on CII when you bundle it with eligible life insurance.*
See how this offer could help you get more protection for less.
*Terms and conditions apply.
This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
From my family & I, Happy Thanksgiving! 🍂
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
From my family & I, Happy Thanksgiving! 🍂
This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
From my family & I, Happy Thanksgiving! 🍂
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
From my family & I, Happy Thanksgiving! 🍂
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sunlife group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.