Michael L. Moore
Job title: Advisor at Sun Life, BA Econ.
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Helping you retire your way
My goal is to help you identify your dreams and goals. I’ll work with you to understand the financial impacts of your life decisions. You can rely on my team and me for custom solutions that are unique to your individual situation. I’ll recommend solid strategies that empower you to make your own decisions. Above all, I strive to use my 30 years of industry experience to build valuable relationships based on trust. Let me help you on your way to financial security.
My team and I work with Clients who are nearing or entering retirement. I can help you:
- increase your retirement savings,
- create a retirement plan, and
- invest with purpose.
My office is in St. Thomas, Ontario. I’m happy to accommodate in-person and virtual appointments. Contact my office to book your appointment.
Products and services
Health insurance products
Mortgage protection insurance
Saving, budgeting and investing
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We can help secure your future together. Let us know how we can help.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/michael.moore
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.