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.
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Let's work together

Making good decisions is the key to achieving lifetime financial security and we’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.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

Affluent and legacy driven

It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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Stay informed

See more articles
Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

The rise of remote work has led to a loss of workplace social connections that is negatively affecting employees, according to a new report by the Conference Board of Canada.
Woman mortgage-free at 42 wonders what to do with the extra cash

Woman mortgage-free at 42 wonders what to do with the extra cash

https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash

How pre-authorized contribution plans (PAC) can help you reach your financial goals

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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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