Tim Kelly

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Advisor at Sun Life, CLU®

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Products and services

Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.

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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Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend. 
What you get: An assessment of whether you’re saving enough to retire when and how you want.

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Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone. 

What you get: An estimate of the amount of coverage you need to protect those who depend on you

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Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.

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Office information

Richmond Hill, ON

Phone:

(905) 886-2200 x2242

Email:

tim.kelly@sunlife.com

Address:

9050 Yonge Street, Suite 500, 5th floor, Richmond Hill, ON, L4C 9S6 Canada

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