Michael L. Moore

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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.

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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

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.

Mortgage protection insurance

Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.

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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Stay informed

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More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.

What does your ideal retirement include? Share one thing in the comments. ⬇️

If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/michael.moore

Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.

Have questions about your investment strategy?

Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/michael.moore

You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/michael.moore

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Office information

St. Thomas, Ontario

Phone:

(519) 637-7747

Email:

michael.moore@sunlife.com

Cell:

(519) 871-2888

Fax:

(519) 637-8909

Address:

613 Talbot Street, Unit# 104, St. Thomas, ON, N5P 1C6 Canada

Let’s connect

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