About

As a Sun Life advisor, I'm passionate about helping people make informed choices to build their savings and protect their assets. As a cancer survivor, I'm also passionate about building relationships with people in my community by fundraising for the Alberta Cancer Foundation.

Raising a family of my own, I know how busy life can be. Finding the time to sort out your financial priorities can be challenging. Using a down to earth approach, I take the time to listen and learn about Clients. I am here to help you make your financial dreams become reality in the way that works for best for your family. Together, we'll look at the bigger picture and find solutions today that can help you meet your financial needs tomorrow. It all starts with a few small steps. Let's talk.

I am pleased to work in alliance with Thomas Carrozzier.

Thomas began his career in the financial services sector in 2008, after graduating from the University of Calgary with a BA Honours in Political Science. After six years working for two major insurance companies and Canada’s largest pension and benefits consulting firm, Thomas decided to join Sun Life to share his experience with professionals, business owners and their families.

Thomas holds the Certified Financial Planner designation through FP Canada, the Chartered Life Underwriter designation through The Institute for Advanced Financial Education and is currently pursuing the Chartered Investment Manager designation through the Canadian Securities Institute.

Since 2016, Thomas has participated in Sun Life’s Workplace Solutions Program, regularly educating employees on a range of personal finance topics via seminars and webinars.

In his private life, Thomas is a devoted father and husband. Originally from Italy, he enjoys travelling back to his home country whenever possible.