Leigh Bayley

Job title: Advisor, Sun Life, B.Comm.

Area(s) served: Penticton and surrounding Okanagan Valley, Vancouver and surrounding lower mainland

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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, budgeting and investing

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

This Thanksgiving, we're taking a moment to reflect on what we're truly grateful for - our clients, our families and the relationships we've built along the way.

Thank you to everyone who continues to put their trust in us to be part of your financial journey. It's a privilege to work with you and help you plan for the things that matter most.

Wishing you and your loved ones a wonderful Thanksgiving filled with good food, laughter and time together.

Happy Thanksgiving from our family to yours! 🍂

Leigh Bayley
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://advisor.sunlife.ca/leigh.bayley/

#SunLifeOnePlan #SunLife
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/leigh.bayley/
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Office information

Penticton, BC

Phone:

(250) 276-3215

Email:

leigh.bayley@sunlife.com

Address:

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