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
Testimonials
I’ve known Thomas for over 25 years, and in that time, I’ve seen firsthand how dedicated he is to helping people — both personally and financially. As a business owner myself, I know that our financial needs are a lot more complex than most. It’s not just about saving and investing — it’s about balancing growth, protecting what you’ve built, and planning for the future in a way that makes sense for both your company and your family. Thomas really understands that. He takes the time to look at the bigger picture and tailor strategies that work in the real world of entrepreneurship. If you’re a business owner looking for someone who truly gets what that means, you’ve found the right guy. I couldn’t recommend him more.
Karim Mahdi
Owner, Medco North Inc.
Thomas and I go way back — literally to the day we were born. Our moms met in the hospital in Venice, Italy, and we’ve been friends ever since. Over the years I’ve watched him bring that same loyalty, dedication, and trustworthiness to his work as a financial planner that he’s shown in our friendship. Running a successful real estate brokerage here in Edmonton, I know how important it is to have someone in your corner who truly understands the complexities of building and managing wealth as a business owner. Thomas has not only helped me and my family with our planning, but he’s also worked with many of my agents — and we confidently refer all of our clients to him because we trust the quality of his advice. If you’re a business owner looking for a planner who genuinely understands your world and always puts your best interests first, Thomas is the person you want in your corner.
Bruno Schiavon
Owner, The Foundry Real Estate Company
Stay informed
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Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity