Chris Tucker
Job title: Advisor, Sun Life
Languages spoken: English
Area(s) served: Ontario, Alberta and New Brunswick
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.
Who we service
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Business owners general
Families
Pre-retirees and retirees
Providing Wealth, Risk Protections and Tax Prefered Strategies to Families and Small Business owners
When meeting for the first time you should expect the following stepped approach with zero pressure or obligations, throughout your journey.
STEP ONE - To have a real, thoughtful, unfiltered conversation for us all to truly discover and understand your goals and needs.
STEP TWO - I leave you alone and go away to review and analyze all we discussed, and build options based on your goals and needs.
STEP THREE - We meet again! Here you will be presented with the options and make adjustments where needed. After you are satisfied and only then will we discuss when you wish to begin your strategy.
STEP FOUR - After moving forward from STEP THREE. We will set up a personalized contact schedule to ensure your chosen path is monitored and adjusted yearly or earlier should the need arise. The only constant in life is change and that includes your financial strategy.
I am located in Brockville, Ontario. I offer in-person and virtual appointments for Clients located across Ontario, Alberta and New Brunswick. To get started, book an appointment today.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/christopher.tucker/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/christopher.tucker/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/christopher.tucker/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/christopher.tucker/