Chris Tucker
Job title: Advisor, Sun Life
Languages spoken: English
Area(s) served: Ontario and Alberta
Trustworthy advice you can count on
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
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.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Family centric
Protecting your family and setting them up for success – that's what it’s all about.
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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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.