Thomas Carrozzier
Job title: Financial Planner, Sun Life, CFP®, CLU®, CIM®
Languages spoken: English, Italian
Area(s) served: Alberta, British Columbia, Nova Scotia, Ontario, Saskatchewan
Know your way forward
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
Who we service
Learn more
Business owners general
High net worth and affluent
Incorporated professionals
Let's work together
Financial planning is about much more than saving and investing. It’s an ongoing discovery process. Through it you learn more about yourself, what you want to accomplish, and how to arrange your affairs to meet your goals.
As a Certified Financial Planner®, my approach is to delve deeper and flush out the details. Before making recommendations, I look to gain a complete understanding of your circumstances. I do this by conducting a thorough analysis of your:
- assets,
- liabilities,
- cash flows and
- objectives.
The clarity I gain through this initial exercise is fundamental. It helps us highlight gaps, formulate strategies, and ultimately adopt specific solutions.
Why do you do what you do?
An introduction to the reasons I became a Financial Planner and why I chose Sun Life!
Products and services
Business owners
Health insurance products
Life insurance products
Our philosophy
With respect to our business philosophy, our purpose is to help clients understand their needs and obtain the most value from any decisions they make. When we say we take service seriously, we really mean it. In concrete terms this means that we can be reached easily, we respond to questions and concerns promptly, and we meet with people at a time and in a manner that is convenient for them.
So, feel free to contact us. We would be happy to work together with you to design, implement, and maintain a plan that will help you feel confident about achieving lifetime financial security.
Stay informed
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Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan