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

Your trusted team at Sun Life

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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.
Learn more

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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Taking the time to plan and being intentional with your goals is critical. Working with a financial planner can be a great way to make sure you're clear on where you are, where you're trying to get to, and how best to get there. If you have questions or aren't sure how to get started, feel free to connect with me. I'd be happy to help!

This video is a paid advertisement for Sun Life. I did not sponsor this post and I was not compensated for my participation in it. It was created by @simplystyledinspo. Unauthorized reproduction of this content is prohibited.

#sunlife #ad #sponsored

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