
Ziad Azzi
Job title: Financial Planner, Sun Life, B.A., CFP®, CHS™, CLU®, EPC, RRC®
Languages spoken: Arabic, English, French
Area(s) served: Ottawa, Toronto, Durham
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
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.

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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

Get in touch today to discuss how you can protect your business.