Leigh Bayley

Grow your wealth while protecting what matters most.

Let’s assess your short and long-term goals and create a strategy that you can feel confident in.

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.

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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

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.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

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.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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This spooky season, I can help you take the fear out of your finances.

🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.

Get in touch to get started.

It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals

Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances

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Office information

Penticton, BC

Phone:

(250) 276-3215

Email:

leigh.bayley@sunlife.com

Address:

105 - 3310 Skaha Lake Road,, Penticton, BC, V2A 6G4 Canada

Office hours:

Monday - Friday: 9:00am to 4:30pm

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