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.
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.
Stay informed
See more articles
Seven taxes on investments you need to know about
Retirement savings calculator
