Thomas Carrozzier - Financial Planner, Sun Life

01/27/2026

We are hiring! If you know someone who might be a good fit, please share this opportunity.

Posted 4:14:02 AM. We are looking for a warm, organized, and highly responsive Advisor Assistant to be the first point…See this and similar jobs on LinkedIn.

10/24/2025

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://bit.ly/47ppaQg

10/23/2025

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

10/20/2025

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/4hv8ICL.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

10/18/2025

Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://bit.ly/3KU0wji

10/15/2025

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

10/09/2025

For a limited time get instant savings with our Term and Critical Illness Insurance bundle special offer!

Enjoy:

✅ a 5% discount on CII premiums for the life of the policy when bundled with Term*
✅ comprehensive coverage to protect what matters most

Don't miss out — this special offer is only available until December 31!
Get in touch now!

Find out more: https://bit.ly/4q4V9hf
*Terms and conditions apply.

10/06/2025

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

09/30/2025

Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.

09/29/2025

Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

09/26/2025

A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.

09/25/2025

It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!