About

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Thomas Carrozzier

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.

Job Title: Financial Planner, Sun Life, CFP®, CLU®

Languages spoken: English, Italian

Phone: (587) 229-3681

Email: thomas.carrozzier@sunlife.com

Address: 175 Wood Valley Drive South West,, Calgary, AB, T2W 5T5 Canada

Nice to meet you.

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 Honours 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.

Job Title: Financial Planner, Sun Life, CFP®, CLU®

Languages spoken: English, Italian

Phone: (587) 229-3681

Email: thomas.carrozzier@sunlife.com

Address: Calgary, Alberta

Yolande Carrozzier

Yolande has been a Calgarian since 1997. She originally relocated from Camrose, Alberta, to pursue her passion in the culinary arts. Throughout the years, Yolande has held several business development and account management roles. During this time, she perfected her natural ability for providing superb customer service. Yolande is enthusiastic in assisting clients. Aside from her passion for traveling, and all things culinary, Yolande is a loving mother to two beautiful children. She enjoys Yoga and the outdoors in her spare time.

Job Title: Officer Manager, Sun Life

Languages spoken: English

Phone: (403) 460-1682

Email: yolande.carrozzier@sunlife.com

Address: Calgary, Alberta

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