Leigh Bayley
Job title: Advisor, Sun Life, B.Comm.
Area(s) served: Penticton and surrounding Okanagan Valley, Vancouver and surrounding lower mainland
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Helping Clients throughout British Columbia
If you are a business owner or family, I can help you plan for your future. With my holistic approach, I can create a strong financial roadmap that includes protection options. I want you to feel confident in your financial future and a peace of mind when it comes to your health.
I can help you with:
- retirement planning,
- estate planning,
- legacy planning,
- investing in your future and
- more of your financial and protection needs.
When we begin working together, we’ll set up a meeting to get acquainted and discuss your goals. Then, I’ll work to align your goals and needs. I’ll then create a customized strategy with an action plan. From there, I’ll follow up annually to ensure you’re on track.
My main office is in Penticton, British Columbia I offer in-person and virtual appointments to Clients in Penticton and the surrounding Okanagan Valley as well as Vancouver and the surrounding lower mainland area. Contact my office to book your first appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/leigh.bayley
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/leigh.bayley
