Thomas Carrozzier
Job title: Financial Planner, Sun Life, CFP®, CLU®
Languages spoken: English, Italian
Area(s) served: Alberta, British Columbia, Nova Scotia, Ontario, Saskatchewan
Your trusted team at Sun Life
Our raison d'être is simple: to help families and businesses thrive by offering sound advice that will protect and grow their most important assets. Mens sana in corpore sano (a sound mind in a healthy body) succinctly captures our passion for ensuring clients are offered holistic and comprehensive advice, with the ultimate aim to achieve lifetime financial security and live healthier lives.
After spending the first 14 years of my life in Venice, Italy, I moved to Calgary in 1997. Relocating to a new country, adapting to a new culture, and forming new relationships taught me, at a young age, how to connect with people from all walks of life.
Upon graduating from the University of Calgary with a Bachelor of Arts Honors in Political Science in 2007, I began my professional career by working in the group benefits sector. After a brief stint with a health insurer, I joined one of Canada's largest pension and benefits consulting firms in 2008 as a business development associate, eventually working my way to a directorship level. In these roles, I gained appreciation for the workings of group benefits and retirement plans, and how these form the foundation for the personal finances of many Canadians.
In 2014, shortly after the birth of our son, my wife and I engaged a Sun Life advisor to complement our group coverage with individual life insurance. It was during this meeting that I realized I wanted to work with families like mine to help them realize their financial goals. And although there were a number of avenues I could have pursued, Sun Life's history, reputation, and leadership in financial services made it the partner of choice in building my practice.
Today I can say with confidence I made the right decision. With the help of Sun Life, I have the tools and subject matter experts at my disposal to help clients achieve lifetime financial security and live healthier lives.
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
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.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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.
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Certain terms and conditions may apply. Contact me for more information.