Tracy Tay Insurance & Financial Solutions Inc
Job title: Financial Planner, Sun Life, CFP®, CHS™
B.A., B.Sc.
Languages spoken: Cantonese, Chinese, English, Mandarin, Taiwanese, Vietnamese
As a Sun Life advisor since 1998, I’m passionate about helping individuals, families and business owners to build their financial strategy to achieve their goals. I’ll work with you to grow your savings, pay less tax and protect what’s important to you.
I’m dedicated to my pursuit of making the world a better place. From 2003 to 2014, I donated a yearly scholarship of $1,000 to The Taiwan Merchants Association of Toronto – who in turn gave the scholarship to a local university or college student. I’m also dedicated to supporting missionary work in developing countries to help children build their education and religion.
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- developing an approach that include RRSPs, TFSAs, or RESPs,
- growing your investments through GICs, mutual funds or segregated funds,
- protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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