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

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.
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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

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