Chadi Dagher
Advisor @Sun Life
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WORK HISTORY
Advisor @Sun Life
Ottawa, ON, CA
Collaborating with clients to assess their financial goals and develop personalized strategies: Insurance, Investments, Retirement Planning, Wealth Management - Developing and maintaining good relationships with clients- Conducting in-depth market research and analysis to recommend investment strategies- Educating clients on financial concepts and risk management strategies
EDUCATION
Notre Dame University - Louaize (NDU)
Bachelor of Business Administration - BBA
ABOUT CHADI DAGHER
Dedicated finance professional with experience in wealth management, investments, insurance, and financial planning.I help individuals, families, and business owners navigate taxation, retirement, and estate planning with clear, practical strategies tailored to their needs.My focus is to build meaningful, trust-based relationships with my clients by providing genuine and informed advice.
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