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.

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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Stay informed

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Divorce isn't just emotionally challenging — it can take a major toll on your finances too.

Some costs you may need to consider are:

- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children

If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

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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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