Chris Tucker
Job title: Advisor, Sun Life
Languages spoken: English
Area(s) served: Ontario and Alberta
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
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 and Alberta. To get started, book an appointment today.
Products and services
Life insurance products
Investment options
Family centric
Stay informed
See more articles1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
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Reach out to discuss your options and set up an insurance plan that helps meet your needs.
