Tom Hay
Job title: Financial Planner, Sun Life, B.A., CLU®
Area(s) served: Golden Horseshoe Region
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.
Who we service
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Business owners general
Families
Insurance
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.
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.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
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Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.