About

Helping you reach your health and wealth goals.

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

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.

Tracy Tay Insurance & Financial Solutions Inc.

Have you thought about what financial freedom looks like? Our team strives to provide you with quality service and products to help you achieve a bright financial future. We’re dedicated to helping you build a plan to build your savings, protect your family and help you retire your way. We believe communication is the key to understanding your needs and building a strong relationship with you. That’s why members of our team are fluent in English, Mandarin and Cantonese. Contact us today and let’s talk about how we can help you.

Tracy Tay Insurance & Financial Solutions Inc

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.

Job Title: Insurance and Wealth Solutions

Phone: (905) 415-1426 x2273

Email: tracy.tay@sunlife.com

Address: 3100 Steeles Avenue East, Suite 500, Markham, ON, L3R 8T3 Canada

Tracy Tay

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.

Job Title: Financial Planner, Sun Life, B.A., B.Sc., CFP®, CHS™

Phone: 416-450-5846

Email: tracy.tay@sunlife.com

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