Also known as: RickChartrand
Over 20 years as financial center manager with Sun Life Financial most recently in Ottawa. I have a proven track record of bringing in quality people and providing support to help those individuals achieve their full potential as financial advisors, providing life insurance as well as critical illness insurance and long term care insurance. Utilizing a holistic approach, our financial advisors many of whom hold CFP, CLU and ChFC designations also help with retirement planning, providing mutual funds, segregated funds, RRSP's, RRIF's as well as life annuities and group benefits and savings plans. Specialties Certified Financial Planner Designation.... CFP.... President's List in 2008... for top 9 marks in Canada RHU, Registered Health Underwriter
