Tom Hay

Helping you reach your health and wealth goals.

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

Let’s connect

Job title: Financial Planner, Sun Life, B.A., CLU®

Area(s) served: Golden Horseshoe Region

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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.

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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.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Insurance

Protect the people you love with the right insurance plan. Get the ball rolling today.

Let’s work together

My goal is to help Canadians ensure they have a plan in place that fits their needs and protects them against the unexpected. I work with young families and pre-retirees to help them with their finances. When we work together, I want you to feel confident in your financial roadmap. I take the time to discuss your needs and wants. From there, I will formulate a plan that works for you.

My office is in St. Catharines, Ontario. I’m happy to offer in-person and virtual appointments for Clients throughout the golden horseshoe region. Contact my office to book your appointment.

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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Stay informed

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Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.

Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/tom.hay/

Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.

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Office information

St. Catharines, Ontario

Phone:

(905) 321-0138

Email:

tom.hay@sunlife.com

Address:

80 King Street, Suite 501,, St. Catharines, ON, L2R 7G1 Canada

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